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Restore Ability to Merge Leads from the Contact Summary Page

We use multiple systems that post leads into Liondesk. One of the most frustrating conditions is when a lead gets posted twice, at times containing additional, helpful info. This could be because a lead presses submit twice on a form or phones the call center twice. Combining duplicates in Liondesk is an unpleasant task, at best. It would be great if we could simply check the contacts while viewing the contacts summary page and merge them without having to click profile->duplicates.....This is how the older lion desk worked and it was great.

  • Guest
  • Sep 28 2021
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