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

Process:

  • 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.

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