The following instructions help with how to merge lead records. You may want to merge lead records for several reasons. One example would be if a family inquired or applied twice for the same year. This allows you to decide what information to keep including inquiry information, application, and contract. Follow these steps to merge lead records. NOTE: you can use these same steps on either the Leads or Re-enrollment Leads tables.
- Go to Admissions/Leads > Leads OR Re-enrollment Leads
- Select the two leads in question and click Other > Merge Records.
(Right-click and "Open in new tab" to enlarge)
- This will take you to the Merge Lead Records screen where you will be able to select which record to delete or keep. You will also be able to view and select which application and/or contract to keep, if applicable.
PRO TIP! If only one lead has an application and/or contract, it will automatically be put in the keep record.
Review the far right column to be sure your selections are correct, then click Merge Records when you are ready. The system will complete your merge and will provide a success message when complete.