Installing and using the Duplicate Lead Manager app

<p>The <a href="https://www.zendesk.com/marketplace/apps/sell/243427/duplicate-lead-manager" target="_blank" rel="noopener noreferrer">Duplicate Lead Manager app (formally Associated Leads)</a> for Zendesk Sell allows you to see other individual leads for that contact, as well as any other companies or contacts linked to the lead on the <strong>Leads</strong> page.</p><p>It also displays the lead owner and what team they are on making it easier to reach out and get more internal information.</p><p><strong>New Feature:  </strong>Ability to merge a duplicate lead into another.</p><p>This article includes the following topics:</p><ul>
<li data-list-item-id="e4f0ac6a9159446d2adf352d58112f62f"><a href="#h_cc5354a3-b593-4464-b380-5ce8c556dbd7" target="_self">Installing the app</a></li>
<li data-list-item-id="e3b998c005ddfcc2d8576b265f7e6a8bd"><a href="#h_a01f8f7d-066b-43df-b557-1eed7dcc5598" target="_self">Using the app</a></li>
<li data-list-item-id="e71e2be61d24b6a8d96a5a6794672d451"><a href="#h_b00b19ad-433c-4be5-b5fa-6eb1f6947210" target="_self">Release Notes</a></li>
</ul><h2 id="h_cc5354a3-b593-4464-b380-5ce8c556dbd7">Installing the app</h2><p>The Associated Leads app is installed from the Zendesk Marketplace.</p><p><strong>To install the app</strong></p><ol>
<li data-list-item-id="eb67da4291f0d2ccb15ab2a0c05deab20">In Zendesk Sell, click <strong>Settings</strong> (<img src="https://support.zendesk.com/hc/article_attachments/360043525093/manage_icon.png" alt="">), then select <strong>Tool</strong> &gt; <strong>Apps.</strong>
</li>
<li data-list-item-id="e4b56f37d89e033cf70be636de965809b">Click <strong>Marketplace </strong>in the upper-right of the page.</li>
<li data-list-item-id="e6049e0ed444de156d78ca3b03dd8d08d">Enter "Associated Leads" in the search bar at the upper right of the page.</li>
<li data-list-item-id="ecab2efaad30e2f986ae512f4d7baabc6"> Double-click on the <strong>Duplicate Lead Manager</strong> app icon, and click <strong>Install</strong>.</li>
<li data-list-item-id="e31fda0b9d0505ab5fdb01c427b1ed30b"> In the Installation section, enter a name for the Associated Leads app. This configuration option is also available after installation by navigating to  <strong>Settings</strong> &gt; <strong>Apps</strong> &gt; <strong>Manage.</strong><br> </li>
</ol><h2 id="h_01KR20A5P9QJFSYYET47QJAK00">Using the app</h2><p>When a lead is in <strong>Working</strong> status on the <strong>Lead</strong> page, the app displays the list of associated leads. They are listed by companies linked to that same lead or other individual leads at the same company.</p><p><img src="https://support.zendesk.com/hc/article_attachments/7856671749658" alt="" width="654" height="550"></p><p> You can click on the associated leads in the app to view their details.</p><h2 id="h_b00b19ad-433c-4be5-b5fa-6eb1f6947210">Release notes</h2><p><strong>Version 1.1.0 - 2021-04-28</strong></p><p><strong>En</strong></p><p><strong>Version 1.0.0 - 2020-04-06</strong></p><ul><li data-list-item-id="e001444fcbd72a2ed899ecc281d0a295b">Initial release of Associated Leads app</li></ul><script id="docs-schema-markup" type="application/ld+json">{
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