Sometimes you will find duplicates among your leads or find leads who belong to one family. In such cases, you would likely want to merge the leads to have them grouped together. The information in this article will outline how this process works.
*As an important note, two leads with the same email address are not able to exist in the same Chime team at any point in time.
When you see a yellow banner on the top of a lead's profile page, it means the system has detected a potential duplicate of the lead you are viewing. Click on the lead's name to view the other lead's profile to see if that is the case.
If you confirm that the lead is different from the other, you can hide the notification by clicking the 'x' on the right side of the yellow banner and confirming the dismissal of the duplicate reminder.
If you decide that one of the two leads is a duplicate, or that these two leads belong to one family and should be grouped, click on the orange "Merge" button.
In the dialog box that pops up, select the option that best fits the scenario and then hit "Next."
In the next box, select one of the leads as the primary lead. In case of conflicting information between the two leads, the primary lead's data will be picked for the newly merged lead. Chime recommends considering selecting the "Primary Lead" as the one with the most communication logs (calls, emails, texts, etc.) as this is likely the main person who you have already been interacting with.
Click "Merge." Shortly after doing so, you will be directed to the merged lead's detail/profile page.
As an FYI, you can also merge two leads by selecting both of them on the People Page and then clicking the "Merge" option on the left sidebar:
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.com> or by phone at 1 (855) 981-7557.