Sometimes you may end up with duplicate referrers in WelcomeHome. To combine the referrers without losing any data, you will need to merge the two referrers.
1. Navigate to the Referrers tab in the lefthand menu.
2. Select one of the referrers that you would like to merge.
3. Click the merge icon in the upper right-hand corner.
4. Search for and select the name of the referrer you'd like to merge with.
5. Select which record to set as the "primary record". Remember- whichever lead is selected as the "secondary record" will be soft-deleted after the merge.
The referrer with the blue "Primary" button under their name will be set as the primary. The referrer with the white "Make Primary" button will not be the primary. Then, click "Merge".
*Best practice: for selecting the primary: choose the record with the most comprehensive information. You can also use the "accepted on" date to choose the oldest record.
5. Lastly, a pop-up will emerge to signify a successful merge.
Merging referrers does 3 things:
- All activities and data from both records are merged into one record.
- The record that was not selected as the primary is soft deleted.
- A merge activity is added to the primary record.