Leads Merge / Duplicates
When we have imported Leads, often times many but not all of the new Leads that are imported turn out to have been in our Leads database previously. However, this creates an enormous number of duplicates in our Leads. It would be much more helpful to be able to merge the Leads and remove duplicates, much as we can for our Contacts.
We have recently performed a major update to our Duplication logic in Base when you import a new set of leads or manually enter in a lead in Base.
The deduplication update includes three components to help combat duplicates:
– Suggested leads/contacts
– Flexible duplicate management during imports
– Customizable duplicate identification
You can read more on our blog here:
De-duping is great but not infallible. If there is merging for contacts, could that same feature not also be added for Leads?
Adminmark.stagi (Admin, Base CRM) commented
We have a thread going on for manually merging already duplicated leads here:
Glen Barnes commented
Hang on, this has not been completed!
You still can't merge leads once they have been imported.
This is a basic feature which needs to be addressed! At least give us a response @base
lee morgan commented
I agree completely.
This is a must.
We have web leads that create huge duplication and provide us an headache.
It MUST be a simple fix for BASE. Leads have emails - why on earth do they not use to sync with contacts - and provide a notification!?!?
This is a necessity for our business. Any update on this @base?
please add this feature! It would save so much time and energy to not have to check multiple places for activity associated with a single person and email address.
Has this been addressed yet? As much as I am liking base i cannot use it if this feature does not exist
I just started with base and already see this is a big problem. Any fixes or updates?
Why are there no updates on this? We just started with a large team on Base and this single problem may force us off this CRM
Jérôme M commented
a must have feature
This is an obvious necessity
Merge leads functionality!
Come on, come on!
Merge leads functionality please!
Chris Verwoerdt commented
Google contacts lets a user merge similar contacts; it would be great of a user could do that for leads, contacts or deals
Juan Pablo Baglieri commented
hi ! i would like if BASE CRM didn´t load duplicate leads, please help this out, i have duplicated data in the crm and i can´t clean this
Kirk McLaren commented
It would really help if BASE CRM didn't load duplicate leads, contacts or prospects based on email match or flagged them for manual review to accept original or new information.
It would also help if BASE CRM allowed us to run a Duplicate function based on the emails to have the option to merge contacts, leads, and prospects as well.
This will help us have a complete database and ensure that it is clean.
I see you have this function for Contact and I also see forums have been asking for over 3 years for this.
When starting out and cleaning data this would be incredibly useful.
Carlos Taborda commented
Base come on reply