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Prevent from creating a new Lead from event registration

Alicia Fäh on 2/6/2024 10:23:38 AM

When creating leads on the event entity the system by default creates a new lead every time the event registration form is submitted. I suggest the global lead form matching strategy helps update previously created leads. Otherwise we have manual work with duplicate leads.

Category: Event Planning and Management
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RE: Prevent from creating a new Lead from event registration

Tamara Brand on 2/6/2024 12:42:10 PM

I agree with you, this could indeed lead to major challenges! 🥴

Category: Event Planning and Management