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Smart Merge for Contacts and Leads

Please add a feature to smart merge contacts and leads. Just like the one for organizations. That would really make my life easier! I have hundreds of duplicates, and merging them individually is not an efficient option. 

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7 comments
  • How are your leads/contacts duplicated?  Are they different email addresses for the same person?  Insightly usually matches everything by email address automatically...

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  • Hi David & Chris,

    We've also experienced some issues regarding smart merge for Contacts and Leads, a problem largely of our own making I hasten to add :-)

    As I understand it, when, for example, you have several different databases that you wish to import, Insightly will check for data that matches.   However, if there are differences between the data in import 1 v import 2, then Insightly will treat this as separate records, necessitating a merge or smart merge.   

    For us, the lesson learned is that where possible completely clean data should be imported to Insightly from the start.   Beyond this, if an enhanced smart merge feature can be considered then this will be perfect!

    Hope these comments are of help!

    kind regards, Simon

     

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  • I second this request for Smart Merge on Contacts & Leads. 

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  • Hello everyone, we are happy to announce that SmartMerge is now available for Contacts and Leads as well as Organizations.

    With SmartMerge you can quickly find and clean up duplicate records by merging them into one master record.

    The attributes that are merged for contacts are: links, tags, tasks, notes, emails, file attachments, contact infos, dates and addresses. The attributes that are merged for leads are: tags, tasks, notes, emails, file attachments and addresses.

    Learn more about dealing with duplicates in our help guide and let us know what you think about SmartMerge for Contacts & Leads in the comments area below. 

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  • I would like all of my contacts(people I know)-simply in one section? But when I have imported them from Mailchimp they have gone into the Lead section? I just want EVERYONE in one section Is there an easy way to combine both groups?Curently-due to various imports etc I have some in leads and some in contacts -I don't want anything in the LEADS section as its not relevant to my business :) Please help!

     

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  • Hi James,

    It is quite simple to move your Leads and change them into a contact:

    Simply:

    1. Go to the lead

    2. Pull down the menu in "Actions'

    3. Press on Change Lead to Contact

    4. A contact will be created and the Lead deleted.

    Hope that helps. Please see picture below.

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  • Pleas can you enable merging for leads and contacts together. I.e duplicate records in both of these sections

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