Upsell Same Lead

Richard J. shared this question ago

Pending

When a customer adds an upsell from the front facing quote page at the moment, it creates an entirely new lead.

Is there a way of having the upsell simply add to the existing lead they're already on?

The same question

Comments (1)

Susan M. ● 19 days ago

Do you have an example where this happened so we can take a look?

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Richard J. ● 19 days ago

This can be duplicated on any lead

78888857 ends up as 79337659 after the wine barrel upsell was added

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Susan M. ● 19 days ago

This is becuase of the setting "Lead Update Time" under Online Quoting. You currently have this set to 30 minutes...so that means if a customer tries to update a lead after the 30 minutes it creates a new lead. You can extend this time

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Richard J. ● 19 days ago

Noted. Thank you.

Is there a way to have the add-ons selection show when selecting an upsell? At the moment it just adds the upsell itself without displaying any options like a normal product?

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Susan M. ● 19 days ago

This isn't able to be done at this time...we can put in a feature request to see if its something that can be updated

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Richard J. ● 19 days ago

Please do.

Thanks for clarifying

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