Merging leads

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Please note that when you merge leads, you can no longer retrieve the merged lead.

Merge leads can be done for several reasons: (example: duplicate leads imported from different places…)

Merging Leads

You can access the merging feature from 2 different places in aNinja:

  • Lead view:
    • When on the lead view, scroll down to the end of the page and click on merge.
    • Choose a destination lead to merge this lead into. This lead will be deleted after it’s merged into the destination lead.
  • Settings > Data clean-up
    • Choose the method you want to use for your search to merge through (by email / by phone).
    • Find the leads you want to merge.
    • Click on the ID of the lead you want to merge. This lead will be deleted after it’s merged into the second lead.
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