Link/Merge Form
Last updated: August 4, 2025
Merge: Combine existing leads that are duplicates or have the same owner/decision maker.
Link: Link new or existing leads that share a parent/holding company, association or franchise
- Option 1: Link two existing leads already in Close
- Option 2: Request to create a new lead and link it to an existing lead in Close
Unmerge: Separate an existing lead (move objects and/or opportunities into a new lead or existing one)
Unlink: Unlink existing leads that no longer have the same parent company