In SprintHub, when two or more leads have duplicate or conflicting information, you can use the function Merge Conflicts to unify the data and keep your database organized.
🔹 Why use it?
Prevents lead duplication.
Ensures that the interaction history is centralized in a single record.
Improves data quality and sales team efficiency.
How to access the Merge area
Go to Menu > General > Leads
Or type Leads in Find Services the search 🔎
How to Merge Conflicts
1️⃣ Identify the conflict
When importing or registering leads, the system flags records that have identical or similar information (e.g., same email, phone, or name).
2️⃣ Open the conflict alert
Go to the Leads and click on the duplication notice.
3️⃣ Select the primary record
SprintHub determines that the older lead prevails as the primary.
The information from the newer lead is added to the older record, consolidating the data.
4️⃣ Review the unified data
Check whether contact, company, and history information have been integrated correctly.
5️⃣ Complete the merge
After reviewing, confirm the merging of the records.
The history of interactions, tasks, and opportunities will be consolidated into the primary (older) lead.
Merge Permissions
👤 Administrator User
Can perform bulk merges quickly.
👥 Standard User
Requires specific permission to merge leads individually.
✅ Tip: Always review carefully before confirming the merge, ensuring that no important information is lost.
📌 Conflict Indicators:
For the conflict to appear, SprintHub uses certain indicators such as email, phone, name, or other fields defined in the system.
The selection of these indicators is essential so that duplicates are correctly identified and notified.
