1. Select a lead record.
2. Click Find Duplicates.
3. Select up to three leads in the matching leads list that you want to merge. If you want, enter a new lead name or company and click Search to find another lead to merge. Salesforce performs a phrase search for matches in the Name andCompany fields. It also considers an implied wildcard after any entry. Search results include matches for any fields you enter. For example, you enter BobJones who works at Acme. Search results include anyone named Bob Jones at any company and any lead with Acme as a company.
4. Click Merge Leads.
5. Select one lead as the “Master Record.” Salesforce retains any data from hidden or read-only fields in the Master Record. If you have the “Edit Read Only Fields” permission, you can select which read-only fields to retain. Hidden fields don’t appear during the merge process.
6. Select the fields that you want to retain from each record.
7. Click Merge.
8. Click OK.