Add the information provided by guests during the payment checkout flow to the Client Information tab on the corresponding lead.
Currently, when a guest completes the payment checkout flow, they are required to fill in personal details (such as name, email, phone number, billing address, etc.). However, this information is not consistently reflected in the Client Information tab of the lead within the system.
Proposed Solution
Automatically sync and populate all relevant guest-provided fields from the checkout flow into the Client Information tab of the associated lead.
2
votes
Philippe Pieri
shared this idea