How to merge a source type or detail. Combining duplicates or incorrect source types and details will help to ensure accurate reporting.

Navigate to the

Icon in the top right corner of the account and select Lead Sources.

Scroll to the Source Details header and click the Merge button.

A pop-up window will appear.

Select source type or source detail under Items to Merge.

Click next.

Select the two source details or types the firm would like to merge.

Click Merge.

Any case with the merged Source Type or Detail will be preserved.