Offer merge-like capability during Lead Conversion

Idea created by Francesca Shiekh on Oct 29, 2015
    Active
    Score20
    • Francesca Shiekh
    • jshaheen
    • David Sánchez
    • Ishani Lad
    When converting a lead and choosing an existing contact offer the user the option of merging data from the lead into the contact. This merge would allow the user to choose which of the values to keep, the one on the lead or the one on the contact, similar to what happens for the merging of two contacts.

    The same for Accounts, and possibly other sync'd modules that have data in common with Leads.

    One example could be a Lead with a new phone number, the user would want to update the phone number on the contact, but not without review.

    thanks,
    FrancescaS