Customer Merge Update
B
Brodie Ball
Sometimes when customers fill in forms from different sites or lead sources they put the first name and last names in the opposite wrong fields. It would be nice to have a label of which field is the first name and last name so you don't accidently merge and put the customer information in wrong. One less thing to think about or question yourself on when merging. I know his names adam but not sure which field is last or first.
Shelby Parker
Great to hear your perspective, Brodie Ball! I have a few more questions for you:
- How often do you encounter this issue with first and last names being reversed?
- Are there specific lead sources where this issue is more prevalent?
- Would additional labeling or a confirmation step be helpful when merging profiles?