Hi, not sure, if this is the right place for my question, but I give it a try :-)
I want to compare leads with existing contacts. Either no new information - delete the lead. Or new information which shall overwrite existing information or add new information to existing contact.
Is there a way to have a view comparing existing data of a contact vs. new data of a lead?
And then checkmark which data shall be transferred from lead to existing contact.
Thank you in advance for any advice
Andreas
1 comentário
Hi Andreas,
You can set up duplicate rules between Leads and Contacts. Once the rules are triggered you will see a field by field comparison of the 2 records and choose which values to keep on the Contact before you merge the records.