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Solar At Scale - Solar Closer Mastery
  • Pages
    • 1. Software Set-Up
      • Calendly
      • close
        Close CRM
        • The Set Up
          • Adding Email Signature
          • Creating Phone Numbers
          • Statuses & Pipelines
            • Lead Statuses
            • Opportunity Pipeline
          • Custom Fields & Activities
            • Custom Fields
            • Custom Activities
          • Templates
            • Email Templates
            • SMS Templates
          • Reporting & Metrics
        • How To Guides
          • Leads and Contacts
            • How to create a lead
            • How to create a contact
            • icon picker
              How to merge leads
          • Calling & Auto Diallers
            • Making/Logging Calls
            • Automatic Diallers
          • Emails & SMS Messaging
            • Email/SMS Templates
            • How to Send Emails
            • Sending SMS messages
            • Workflows
            • Creating Tasks
    • 2. Solar Product Knowledge
      • How Solar Works
        • Solar 101: A Guide To Buying Solar Power Systems
      • Why Solar is Different
      • Solar Batteries
      • Heat Pumps
      • Federal Govt Rebates (STCs)
        • Calculating STCs
      • Solar Victoria Rebate
        • Solar Panel (PV) Rebate
        • Solar for Renters Rebate
        • Solar Battery Loans
        • Hot Water Rebate
          • Approved Products
      • DNSPs
        • Grid -Connection Rules
    • 3. Sales Philosophy
      • What is Sales?
      • The Basics
      • The 60/30/10 Rule
      • 3 Cs of Sales
      • The Myth of Price and Money
      • Convincing vs Persuading
    • 4. Strategy Session
      • Mindset of Closing
      • Product Training
        • Solar system size limits explained by state | Solar Choice
        • Consumption Monitoring
        • Switchboards
        • Solar Panel Brands
        • Solar Inverters
      • opensolar
        How to sell on OpenSolar
        • How to create the proposal & process finance
        • Proposal Request
        • Extra Charges
      • Financing Solar
        • Plenti
        • Humm
      • The Importance of Structure
        • The Intro
        • The Problem
        • The Solution
        • Future Pacing
        • Cost of Inaction
        • The Presentation
        • Gaining Commitment
      • Processing The Sale
      • RECORDINGS
        • LIVE EXAMPLE
    • 5. Handling Objections
      • Logistical vs Fear-based Objections
      • Partner Objection
      • Money Objection
      • "Think About It" Objection
      • Negotiation
    • 6. Completing the Sale
      • Applying for Rebates (VIC)
        • Solar Victoria Rebate
          • Solar Panel (PV) Rebate
          • Solar for Renters Rebate
          • Solar Battery Loans
          • Hot Water Rebate
            • Approved Products
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Solar At Scale - Solar Closer Mastery
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How to merge leads
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How to merge leads

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This SOP will outline:

How to merge leads
Situations when you might have to merge leads

When would you need to merge a lead?

You would need to merge a lead when there is a duplicate of that lead already in the system.

Before you merge leads, there are a few things you want to check first:
Check the email address to make sure it is the same in both leads
Check the phone number to make sure it is the same in both leads
Once you have checked these details and they match in both leads, you can merge them.
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Method

If you have identified a potential duplicate lead, check the contact details on both leads and ensure that both phone numbers and email addresses are identical.
Once you have confirmed it is a duplicate lead, go to the OLDEST LEAD out of the two.
We do this because if conflicts exist in the lead name, description, status, or a custom field, we will keep the data from the destination lead (the newest lead) and discard that data from the current lead.
Click the three dots located to the right of the Lead Name.
Click the Merge option from the dropdown list.
Find the correct destination lead and click Merge into this lead
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