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How-to

Merge duplicate leads

Admins and managers can open Manage duplicates from the Leads page menu, pick the lead to keep in each group, and merge. Merging cannot be undone.

Who can do this
Admins and managers
Plan
Free

Merge duplicates

  1. Go to Leads, open the menu at the top right, and choose Manage duplicates.

    The Merge duplicate leads window lists groups of leads that share a phone number.

  2. In each group, choose Keep on the lead you want to keep.

  3. Choose to merge, then confirm with Yes, merge.

What merging does

  • The lead you keep absorbs the call, text, task and activity history of the others.

  • The kept lead's own fields stay exactly as they are. Details on the other leads are not copied over.

  • The other leads are removed for good. Merging cannot be undone.

What counts as a duplicate here

Groups are built from each lead's main phone number only. Two leads that share only an additional number are not grouped. If there are no groups, you see No duplicate leads.

Last reviewed October 1, 2026.

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