Overview
Duplicate records dilute your data quality. Laywork’s merge tool consolidates two or more leads into a single master record.
Steps
Go to Leads → Lead Contact and click Filters → Duplicate Check.
Laywork groups potential duplicates by matching Email or Mobile.
For a group, click View → Merge.
Choose which record is the Master, select which field values to keep, and confirm.
All notes, tasks, and history roll up under the master lead.
Tips
Run duplicate checks weekly, especially after bulk imports.
Use consistent naming and email formatting to reduce false duplicates.
Tag merged leads as “Merged” so you can spot‑check them later.
Troubleshooting / FAQs
Merge option greyed out: You may lack “Merge Leads” permission—check your role settings.
Data missing after merge: Review the field‑selection step before confirming to ensure you kept the right values.
Duplicates still appear: Some duplicates may not share Email/Mobile—use the search bar for other criteria.