Introduction

Lofty supports the ability to easily merge leads from the mobile app. This is something you prefer to do from the desktop web app, but if you need to access it from the Lofty Mobile App while on the move, this article will show you what it looks like. 

Feature Explanation

When a lead is a duplicate, a message will appear at the top of the lead detail page:

By clicking the “Merge” button, the following options will appear at the bottom of the screen:

• Merge as Duplicates
• Merge as Family Members
• View Lead Detail
• Ignore

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.