MERGING OF DUPLICATE ACCOUNTS IF SALE IS DONE / LINK FAMILY MEMBERS TO SAID ACCOUNT
M
MARTIN PINTO
Recently made a sale but found out a family members account had duplicates. Had to attempt to claim both so I don't lose credit for the sale. Would be easier if the duplicate was mentioned as soon as creating an account to prevent confusion.
Also if there could be a feature that somewhat links family members together, as the duplicate account was of the family member the car was being purchased for. Although the buyer is under the daughters name, the mother is the main driver/owner. Would be nice to have that feature.
If this has been fixed disregard this request. Thank you.
Shelby Parker
Thanks for flagging this, MARTIN PINTO — totally hear you on how stressful that is when you’re trying to make sure the sale credit doesn’t get missed. The note about surfacing potential duplicates right at account creation (and the idea of linking family members like daughter/mother in your example) is really helpful context. I’m sharing this with the team for review, and we’ll follow up if we need any additional details to understand your workflow a bit better.