---
title: "Lead Reconciliation"
section: "Agent store — Sales — Lead Management"
canonical_url: "https://leverge.ai/agents/sales/lead-management/lead-reconciliation"
category: "Sales"
process: "Lead Management"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# Lead Reconciliation

Consolidate the same lead arriving from several sources into one record with a traceable history — which source said what, and which claim survived.

## At a glance

- Business function: Sales
- Process: Lead Management
- Runs: run on demand
- Run cost: 6 credits
- Uses a knowledge base: no

## What it needs

- **Lead lists from each source** (files) — One file per source — web forms, event scans, list purchases, referrals. Name the files after their source.

## How it works

1. Reading source {{loop.index}} of {{loop.total}}
2. Consolidating across sources
3. Writing the reconciliation note

## What it returns

- **Reconciliation note** (written summary)
- **Consolidated leads** (table of results)
- **What merged into what** (mapping table)
- **Not merged — needs a person** (flagged exceptions)

---

Source: https://leverge.ai/agents/sales/lead-management/lead-reconciliation — Leverge