November 6, 2019.
Written by Michelle Colbran (Founder of SOS Consulting)
Widget 02: Compare Records
- Compare Fields from your Enquiry to your existing records.
- Pull data from existing records into your Enquiry, so you don’t have to keep opening other modules to view information.
- Push data from your new Enquiry into related Lead, Contact and Account records to keep existing records updated with the most current information.
- The Enquiry Process ensures that customers cannot overwrite your existing data when submitting and enquiry.
- Each enquiry is a unique record, allowing you to see how details change over time.
- Historical data is never deleted or replaced.
- Your Lead Contact or Account information always holds the most recent data without any double handling.
- The Widget automatically knows which record to compare, a Lead or an Account & Contact.
- This widget is only available with the Enquiries Module