Contacts - Merge Leads and Resolve Data Conflicts

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?

• It avoids duplicate leads.

• It ensures that the interaction history remains centralized in a single record.

• It improves data quality and the sales team’s efficiency.

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How to access the Merge area

Go to Menu > General > Contacts Or type Leads in Find Services in the search 🔎

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How to Merge Conflicts

1️⃣ Identify the conflict

• When importing or registering leads, the system points out records that have the same or similar information (e.g.: same email, phone, or name).

2️⃣ Open the conflict alert

• Go to the Leads and click on the duplicate notice.

3️⃣ Select the main record

• SprintHub defines that the oldest lead takes precedence as the main one.

• The information from the newest lead is added to the old record, consolidating the data.

4️⃣ Review the unified data

• Check whether the contact, company, and history information were integrated correctly.

5️⃣ Complete the merge

• After reviewing, confirm the merging of the records.

• The history of interactions, tasks, and opportunities will be consolidated in the main lead (oldest).

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Merge Permissions

👤 Administrator User

• Can perform bulk merges quickly.

👥 Standard User

• Needs specific permission to merge leads individually.

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✅ 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 how email, phone, name, or other fields defined in the system.

• Choosing these indicators is essential so that duplicates are correctly identified and notified.

For this, check the article below:

Leads / Companies