Overview
Understand how repeated phone, email, intake, webform, and Meta submissions are consolidated safely.
Prerequisites and access
Use an active account whose role and plan include this feature. Options not allowed by the role or plan are not displayed.
Steps
- Search by phone and email before manually creating a lead.
- Review submission history when an existing lead receives a repeat submission.
- Preserve the primary lead workflow; use the approved merge process for historical duplicates instead of deleting records ad hoc.
Expected result
The change is stored in the active workshop and becomes visible only to authorized users.
Edge cases
- Confirm the active workshop before changing data.
- Do not create duplicates when the record already exists.
- Features can be hidden when the plan, configuration, or permissions do not enable them.
Troubleshooting
Refresh the page, clear filters, verify role and plan access, then contact a superadmin with the time, workshop, and exact error message.