Merge a Source Type or Detail

How to merge a source type or detail. Combining duplicates or incorrect source types and details will help to ensure accurate reporting. 

• Navigate to the  Icon in the top right corner of the account and select Lead Sources.

• Scroll to the Source Details header and click the Merge button.

• A pop-up window will appear.
• Select source type or source detail under Items to Merge.
• Click next.

• Select the two source details or types the firm would like to merge. 
• Click Merge.

• Any case with the merged Source Type or Detail will be preserved.