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Merge Duplicate Leads

by
Odoo

45.00

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 431
Technical Name ts_merge_multi_records
LicenseAGPL-3
Websitehttps://nians.com/odoo
Versions 16.0 17.0
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Community Enterprise

Merge Multiple Records.

This application makes it easy to merge CRM lead records with a two-step process. Users can delete duplicates, retain one record, or utilize custom combinations. It makes lead management easy, ensuring an organized and updated CRM system.

"This app facilitates the merging of lead records through a straightforward two-step process, making it easy with just a few clicks."

'OR'
Mail us at: support@technians.com

Latest Features

Simplified Duplication Lead Removal

Easily retain a single lead record and remove duplicates, keeping your CRM clean and accurate. This straightforward process eliminates clutter, ensuring your system stays organized, efficient, and optimized for smoother operations.

Customizable Lead Record Merging

Merge lead records with customized data fields to retain all essential information while keeping your CRM organized. This process ensures that relevant details are preserved, eliminating clutter and improving the accuracy and efficiency.

Click on the CRM button

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When you click on 'Leads', all the records will be displayed on the screen.

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Merge Record- Keep one Remove other

Select the leads record and when you click on action a drop-down will open

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Select Merge Records button from that drop-down

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Select one option from the merge type

CLICK ON KEEP ONE REMOVE OTHERS

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All the selected leads will appear on the screen

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Click on leads to keep and select the lead record you want to keep between the duplicate leads

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After filling the details for leads to keep, Click on Merge Records

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A New Lead is generated

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Merge Record- Custom Combination

Select the leads and click on actions

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Select Merge Records button from that drop-down

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In merge type click on Custom Combination

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A wizard will open this screen to you, select Custom Combination in Merge Type

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Here, select the records accordingly and then click on the Create Records.

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A New Lead has been generated based on the information you have provided.

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Why Technians

We excel in crafting customized Odoo solutions to meet the unique needs of our clients. Our developers work closely with businesses to understand their requirements and develop modules, applications, and workflows that seamlessly integrate with the Odoo framework. Our team has the expertise to ensure a smooth and efficient integration process.We focus on enhancing functionality and optimizing performance. . Our agency offers comprehensive training sessions and consultations to empower your team with the knowledge and skills needed to leverage Odoo's full potential.

You will be able to keep one lead and delete another during the process of merge.
Custom combination merge allows you to merge particular information from both the records and therefore, select as per your preferences.
Yes, it's a great tool for managing duplicate leads and ensuring your CRM stays organized and minimizes errors, which will save much time. 

Version 16.0

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