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Step 3: Handle Existing Customer Matches

Step 3: Handle Existing Customer Matches

Owned by Shonal Singh
Dec 30, 2024
1 min read

Once the lead details are filled in, clicking Next may bring up an "Existing Customers" box if there are similarities with an existing customer card.

  • Lookup Button: You can also click the Lookup button to bring up this box manually.

    image-20241230-055737.png

  • Merge Option: Clicking on any of the existing customers will merge this lead into that customer card.

  • Create New Customer: Click on "Use New Contact Details" to create a new customer card instead of merging.

image-20241230-055215.png

 

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