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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?
Prevents lead duplication.
Ensures that the interaction history is centralized in a single record.
Improves data quality and the sales team's efficiency.
How to access the Merge area
Go to Menu > General > Contacts
Or type Leads in Find Services in the search 🔎
How to Merge Conflicts
1️⃣ Identify the conflict
When importing or registering leads, the system highlights records that have identical or similar information (e.g., same email, phone number, or name).
2️⃣ Open the conflict alert
Access the section of Leads and click on the duplication warning.
3️⃣ Select the main record
SprintHub defines that the oldest lead prevails 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 interaction history, tasks, and opportunities will be consolidated in the main lead (oldest).
Merge Permissions
👤 Administrator User
Can perform bulk merges quickly.
👥 Standard User
Needs 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 number, name, or other fields defined in the system.
The choice of these indicators is essential so that duplications are correctly identified and notified.
