How to Merge Duplicate or Multiple SubmissionsIn this tutorial, you’ll learn how to quickly merge duplicate or multiple submissions into a single, clean record—while preserving important data and maintaining accurate reporting.Step 1: Navigate to Merge Submissions
- Go to System Settings
- Scroll down and select Merge Submissions
- You’ll be taken to the merge tool screen
Step 2: Search for SubmissionsYou can locate duplicate entries using:
- First Name
- Last Name
- Email Address
- Phone Number
For this example, we’ll search using a phone number, but any of the above fields will work.
- Enter your search criteria
- Click Search
- A list of matching submissions will appear
Step 3: Select Submissions to Merge
- Review the results
- Select all submissions you want to combine into one record
- Click the Select button to proceed
Step 4: Choose Data to KeepYou’ll now decide which information should remain in the final merged record.
- Compare fields across submissions (name, email, notes, etc.)
- Select the most accurate or complete version for each field
- The system may highlight differences to help guide your choices
Step 5: Pay Attention to Lead SourceThis is critical for reporting accuracy.
- Choose the original lead source when possible
- If the lead came from a paid campaign (e.g., Indeed ads), select that source
- This ensures your marketing data and ROI tracking remain accurate
Step 6: Final Review and Merge
- Double-check that all selected data is correct
- Click Merge to complete the process
Step 7: Review the Merged RecordOnce merged:
- All selected data will appear in one record
- Additional details from other submissions will be stored in the Notes section
- You can expand notes to view the full history of merged entries