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Viewing Leads in Salesforce and Merging Duplicates


1Go to Salesforce to see the data from the test lead you created when you Connected WhatConverts to Salesforce. Log in to your Salesforce account, and click the “Leads” Tab.

Salesforce Merging Duplicate Leads

2You will now be able to view all Recent Leads. The lead we generated by calling the tracking number on our demo website from Part Two will appear on the page. Click on this lead to additional lead information, such as address or contact information. When finished, click “Save“.

Checking your Leads in Salesforce

Viewing Lead Details in Salesforce

3We need to find and merge any duplicate leads. Click “Find Duplicates” on the screen to search for duplicates.

Additional Lead details to Find and Merge Duplicates

4Under the Matching Leads menu, you can now see all duplicates. Select the duplicates you’d like to merge, and click “Merge Leads“.

Merge Duplicates in Salesforce

5Do a visual review to make sure all the selected information is the information you would like to use. When satisfied, click “Merge“.

Merge Salesforce Duplicates

6Repeat this process until all duplicate leads have been combined. Moving forward, lead information has been condensed, allowing you to more effectively use your data.

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Whatconverts Features for your Business
CRM Lead Qualification
Lead Management CRM Lead Qualification

We can set up the WhatConverts integration with your existing CRM.

Search for Leads by Name
Lead Management Search for Leads by Name

WhatConverts instantly pulls Caller ID information, so you can quickly search for leads by name.

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Lead Management Export All Data

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