Have the Leads module call up (look up) from the exsisting customers list from Name or Phone.
So with a couple thousand existing contacts having been imported, a majority were missing EMAILS... as we had not religiously collected emails in the past. So 90% of our existing customer/contacts who are 'emailing' us are being sent to the LEADS module.
Which is fine, however, in order to have RS recognize that this customer/contact is already in the system, the email, phone, etc have to be the same. Otherwise, it's a unknown contact which has to be manually processed.
So... It would be great, being that these contacts are likely already in RS, to have the NAME field (or whatever field for that matter, firstname, lastname, number... etc) search/populate existing contacts for quicker inclusion. This would allow for the ACTION--> Process to be as easy as, starting to type the NAME or other similar info and to have it match, without having to fill everything in separately.
No different to how under the Customer field, when you start to type the name, common names populate even before you hit the search!
This would be practical for our needs (having contacts without emails), and others who may have a contact WITH a new phone number and/or different email, and getting dropped into the LEADS module because of it.
K Cunningham
shared this idea
Assigning leads to existing customers is live!
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Andrew Hall
commented
This would be great. We need this functionality because a lot of our customers have multiple e-mail addresses that they send from. It would be so nice to have the ability to select an existing customer rather than having to create a ticket and copy and paste all of the information over from the Leads system and then delete the lead.