We are running into the issue of duplicate leads in our bulk imports. I see how we can easily merge them when I can find the duplicates, but the issue I run into is easily finding them.
For example, I recently imported several hundred leads we obtained from a conference. After import, I could see that some people had already been contacted - the only way that is possible is because an email was sent to them when they were imported as a lead from a previous conference. The issue I find is that I cannot just search the name or email and merge the two leads. I have to scroll and find the other lead to be able to merge them.
In relation to that, when I manually scroll through our lead list (we currently have ~13000) to find duplicates, and say I find duplicates down the list where names start with L, when I do merge the leads, the page automatically refreshes and puts my back to the top of the list, which requires that I start my scroll and search again.
I do not want to lose the notes and activities my sales people have already done on existing leads, so I don’t want to export all the leads, clean the list, and import them back in.
Is there something I am missing? If not, my suggestion would be to have the capability to go to the search bar, input the email/name, and then when the search results appear, the ability to merge leads is right there.
Thanks!!
Best answer by Michelle from Copper
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