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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to see the merge h...
Customer experience | Sales, Customer Insights,...
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How to see the merge history on leads?

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Posted on by RiinaKo 10

Is there a way of making a list of merged leads?

We have cases where the same lead comes in to CRM from different campaigns, and when we merge them, the other one become inactive. Is there a way to make a view under the Lead entity, where you can see the inactive versions of that person?

We'd like to find a way to have just one lead active, but to see all the different campaigns he/she joined from.

I have the same question (0)
  • Mohsin Ali Profile Picture
    Mohsin Ali 3,634 on at

    Assuming the person record already existing in CRM, go to person's record and then click on Related tab and then click on Leads to see associated leads records both Active/Inactive leads.

    In case person is not created automatically, then only way to extract list of inactive leads in excel and do the necessary analysis in excel.

  • RiinaKo Profile Picture
    RiinaKo 10 on at
    [quote user="Mohsin Ali"]

    Assuming the person record already existing in CRM, go to person's record and then click on Related tab and then click on Leads to see associated leads records both Active/Inactive leads.

    In case person is not created automatically, then only way to extract list of inactive leads in excel and do the necessary analysis in excel.

    [/quote]

    If the person is still a lead, I can't see related leads.

    I kind of want a list of merged leads. So if person A has joined from campaign 1, campaign 2 and campaign 3, and lead from campaign 1 is the active one, the two others are merged into it, I'd like to see a list on the Lead's page where I can see the lead from campaigns 2 and 3.

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