Update preferred contact on incoming internet leads
J
Joel Lay
Auto respondent should use the Email and phone number provided on the most recent inquiry. This continues to be a problem. A lead comes in and is matched to an existing customer. The lead provides a preferred contact (phone and/or email) that is different than what was in the original customer card. The AI will ignore this and attempt to text and email the old contact information. The system also continues to default the email and phone to the old information when you are completing tasks.
Shelby Parker
Great to hear your perspective, Joel Lay! I have a few more questions for you:
- How frequently does this issue occur with incoming leads?
- Are there specific scenarios where the system correctly updates the contact information?
- What impact does this issue have on your daily operations or customer interactions?