We had two leads on our prospecting sales section that were from the same person and essesntially the same lead. It would be great if we could merge leads in the same way that you can with tickets, contacts, deals
Status: Idea Submitted
Same here, two leads for the same person is a common one. There’s a bigger thread on this idea worth upvoting: Merging Leads - New Object in the Prospecting Work Space
Our clients needed a fix in the meantime, so we added lead merging to Koalify through a workflow action. Here’s an overview of all the options, including manual ones: How to Merge Leads in HubSpot (Manually or in Bulk)