InsuredMine CRM | Optimize and Grow Your Insurance Agency

Merge Lead Sources in Pipeline

Description – The feature will let you choose a master lead by merging multiple lead sources with each other.

Use Case – Ideal to eliminate duplicates and retain clean data in the CRM


  • Navigate to Pipelines and choose Action, and click on Lead Source.

  • Choose Lead Source Names and click on Merge.

  • Select Master lead source and choose Merge.

  • All lead information from the secondary lead sources will now migrate to the master lead source.

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?




Generic filters

Most Search: Ams360Release Notes