Work only the prospects that matter by merging duplicate records.
|Available in: Available in: Lightning Experience|
|Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions|
|To view leads:||“Read” on leads|
|To merge leads:||“Delete” on leads|
Select a lead record.
Click Potential Duplicates.
Select up to three lead records to merge, and click Continue.
Select one lead as the “Master Record.” Salesforce retains any data from hidden or read-only fields in the Master Record. If you have the “Edit Read Only Fields” permission, you can select which read-only fields to retain. Hidden fields don’t appear during the merge process.
Select the fields you want to keep from each record.
Click Merge Records.