Question
How to merge or delete a Divisional Level introduction source?
Answer
It will be necessary on occasion to merge or delete introduction sources – particularly if they
are being maintained in line with dealership marketing activity. In order to maintain an
Introduction Source report that can easily be interpreted, the merging and deleting of
introduction sources is possible and is an activity that should be completed
regularly.
The process of merging Introduction Sources is used to move CRM records attached to
obsolete introduction sources into more relevant ones, allowing the obsolete sources to be
deleted from the system. For example, a marketing campaign may be run for 3 months, with
an introduction source set up allowing users to create CRM records using this source. In turn,
this allows reporting to be carried out to assess the success of the campaign. Once the
campaign has ended, it may be advisable to delete the introduction source to prevent users
from selecting it in error in the future.
The merge option would be used to transfer any CRM records attached to this introduction
source into another one. The introduction source relating to the campaign could then be safely
deleted from the system.
To begin the process of merging an Introduction Source, select the line required with a single
click. This activity highlights the line – next select the “Merge” option from the bottom of the
screen.
The line to be merged is displayed in the new window, along with a drop down menu used to
select the introduction source with which this source is to be merged. The result of this process
is that the line being merged will cease to exist on the system – records with it attached are
overwritten to display the source to which it is merged. Select the source to be merged with
from the drop down menu and then select the “Accept” option from the bottom of the window.
The “Delete” option at the bottom of the main screen can be used to delete introduction sources
from the system, provided that no CRM records are attached to it. For this reason, the merge
routine is more commonly used.