06-05-2014, 11:42 AM
joebordes Wrote:In the video I am not merging on Lead No, in step 3 on the first page I select First and Lastname. If you want to look for duplicates depending on the Lead No, you would select that there, no?
Not sure I am understanding. Whether or not you are merging on Lead No is not the problem. No matter what is selected, the Contact id in the CRM field still shows None. That was my point. For myself I wanted to use the Contact ID as the identifier but it shows None too.