Making an existing lead a repeat customer?

Lacey W. shared this question 1 hour ago
Answered

Hello, I have a former customer who wants to book with us again.

Do I need to create a new lead and a new event with the same contact info and deliver address? Or can I somehow create a new event inside the existing lead?

Thanks in advance!

Comments (1)

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Hello,

You would need to create a new lead with the existing customer's information.

There is no way to create a new lead inside the existing lead without overwriting the previous lead information.

Thank you

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