Duplicate on Warm/Cold Leads and Estimate Requested
1. When you have a new client under "Cold Leads"
2. They received an automated email/text with your booking form option
3. Some of their information is going to be pre-populated
4. If they change any of the information on the Name/Last name
5. The Deal Card is going to be duplicate
We recommend deleting the Deal under Cold Leads (If you need more information about how to delete a Deal, Click Here).
When is on Estimate Requested you can continue and schedule their appt as normal
Duplicate Estimate Requested - Estimate Scheduled
6. When you have a new Estimate Requested
7. Click on Appointments…
8. And you scheduled the appt from the New Appt option
9. Select the contact information and click on save
10. The Deal Card will be duplicated
We recommend using this article to know how to schedule the appointment correctly, avoiding duplicates
For now, you can Delete the Deal from Estimate Requested following this article (Click Here)
If any of those options is your case and you are following the steps correctly please, use our customer service chat to ask for help