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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
  1. 1 de mai. de 2021, 18:03

    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.

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