If there are multiple leads for the same user in close.io, we’ll need to merge the leads together. To do so, just search for the leads you want to merge. If there are more than 2 leads, make note of which one you want to keep. For any leads that you do NOT want to keep, open the lead and find “Merge Lead” on the left hand side. A new window will open asking for the destination for this lead. Find the original lead you wanted to keep in the new window and select “Merge into this lead”.
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