Merge Leads Screen

From Opentaps Wiki

Jump to: navigation, search

This screen allows you to merge one lead into another. Manually enter the internal ID of the "From Lead" and the "To Lead" fields or search for the lead IDs by clicking the lookup widget.

Clicking the [Merge] button will take you to the "Confirm Merge" screen. The "Confirm Merge" screen has the following options:

  • [Common View] - Clicking this button will take you to the View Lead Screen for the selected lead.
  • [Common Change] - Clicking this button will take you to the previous screen, allowing you to change the "From Lead" or the "To Lead".
  • [Confirm Merge] - Clicking this button will merge the two leads and delete the "From Lead". button will merge the two leads and delete "From Lead". It will also take you to the View Lead Screen for the newly merged lead.


User Manual page > The Leads Tab

Retrieved from "http://www.opentaps.org/docs/index.php/Merge_Leads_Screen"


© 2008-2010 Open Source Strategies, Inc. Development of this documentation site is sponsored by Open Source Strategies, Inc.
Help support opentaps with a subscription to this documentation site.

Join our mailing list to learn more about opentaps Open Source ERP + CRM