We’ve just made managing duplicate prospects a whole lot easier!

When viewing a prospect, you’ll now see a new “Merge Other Prospect” button in the top right corner. This lets you quickly search for and merge another prospect into the one you’re viewing, keeping your data clean and up to date.

Here’s what happens during a merge:

• 📝 Notes – Always carried over
• 📎 Documents – Always carried over
• 🏢 Offices – Added if not already present on the target prospect
• 🏗️ Sites – Added if not already present on the target prospect
• 💡 Leads – Added if not already present on the target prospect
• 👥 Contacts – Added if not already present on the target prospect
• ⭐ Followed – Added if not already present on the target prospect
• 💬 Quotations – Both Requested By and Site Contact are updated
• ✅ Tasks – Always carried over

This update makes it faster than ever to tidy up duplicates while preserving all important history and links.

Try it out next time you spot a duplicate prospect!