Widget 02: Compare Records

November 6, 2019. Written by Michelle Colbran (Founder of SOS Consulting)

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.