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.
Philippe Pieri
shared this idea
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Sang Ae Leblon commented
Strongly support this. Having guest details (phone, email, DOB, etc.) automatically synced into the CRM would save time, reduce manual errors, and improve follow-up. It would be especially helpful to expand the Client Information tab to capture more complete profiles for operations and guest experience.
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Pat Combrisson
commented
Phone number & email are a must