HL Merge Duplicate Leads Functionality

Summary
Client
HepworthHepworth
Assigned To
Status
When Time
Start & Finish Date
Needs Review
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Project Resources

Potential extension to use: https://support.airtable.com/docs/dedupe-extension

Project Outline

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Project Planning Tasklist
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Problems & Goals

What are the problems we hope to solve with this project?

  • Leads currently have multiple cards in Airtable, need to be able to merge them into a single card

What are the Goals to create in order to solve the problems?

  • Setup the ability to “merge” a lead. SHoudl be able to choose which lead card is the main one
  • Needs to be easy to do and have an instruction manual for people to follow in order to be able to do it

Goals & Deliverables

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Goal #1

Goal Title

Goal Planning Tasklist

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Deliverables

Tasklist - Research / Outline / Client Question

Tasklist - Final