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Merging Up Sheets - Manager Needed
Merging Up Sheets - Manager Needed

How to manually merge up sheets.

Jami Ribeiro avatar
Written by Jami Ribeiro
Updated over a week ago

When a new e-lead comes in, sometimes that sales opportunity matches an already in-progress up sheet.  In these cases, AutoRaptor will automatically merge the two up sheets in order to eliminate duplicates. Alternatively, if you see two up sheets that should really be one up sheet, you can merge them yourself.

How does it work?

The contents of each up sheet are combined and the duplicate is deleted.  

Automatic Merging

When a new lead comes in with contact information that matches an existing up sheet, the e-lead information is added to the existing up sheet. A Manager is receives an email notification when an e-lead is automatically merged. Whoever is assigned to the up sheet will receive a notification in AutoRaptor, that they have a new email message.

The lead has to have the same first name, last name, phone OR email in order to automatically merge into an existing up sheet.

The automatic merging of up sheets only occurs within a dealership.  If a single customer submits the same information to multiple dealerships that have a single AutoRaptor account, then the up sheets will not merge across the dealerships.

Manual Merging

If you are a manager you can manually merge up sheets. Click on the first up sheet of interest and click the "Merge" link at the bottom.

Follow the on-screen instructions to complete the merge process.

Keep in mind that contacts from both up sheets are retained. If you see a duplicate contact, you should manually merge them.

The system will do its best to determine which up sheet's action plan tasks are relevant after the merge. The relevant ones will remain; the rest are removed. Manually added tasks, however, will never be removed.

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