Setting To Prevent Genius From Capturing Phone Number
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Brandon Chapman
Add an option in Genius Settings to prevent Genius from capturing a phone number from a customer's email response.
When a lead comes in with no phone number attached, Genius will capture any phone number that is within a customer's email response. When the customer's email response includes the original email sent to the customer with the phone number that is in the user's email signature, Genius will add that phone number to the customer's profile.
Without the option to prevent this, customers will then have incorrect numbers and many possible duplicates are created.
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Garrett Dube
Hello, we have over 13 leads tagged as duplicates due to the Genius grabbing our dealership number from the lead submission.
Shelby Parker
Hiya Brandon Chapman, thanks for this post! I have a few more questions for you:
- How often do you encounter issues with incorrect phone numbers being added to customer profiles?
- Would you prefer the option to prevent phone number capture to be a global setting or adjustable per lead?
- Are there specific scenarios where capturing a phone number from an email response is beneficial and should be retained?