CRM editing leads upon import instead of creating new recordsSOLVE
Oct 15, 2018 2:22 PM - edited Oct 15, 2018 5:46 PM
I have my CRM set to monitor the website for activity - which it does. Most of my business comes from B2B. We add the details to HS and start the contact process.
I decided to create a new page where B2B partners could add new clients but I seem to have a problem with creating new records. I would like a new record created if the email address is new but it seems to be editing records if any of the fields contact identical date - an example would be the notes section containg "TEST".
Is there any setting in the free CRM that I have missed that has caused this to happen or that I can reverse?
*Edit. The altenative would be for the HS forms to have more flexibility in terms of display and formatting
Solved! Go to Solution.
Oct 22, 2018 2:09 PM