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CRM link to customer

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  • JustPoppin
    replied
    My only thought is that they weren't logged in to their account on your website when they submitted the CRM.

    It would make sense to me that the "system" should recognize the email address and assign it to the customer's account, but I guess that's not the case......

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  • shopgirltx
    started a topic CRM link to customer

    CRM link to customer

    I have a customer that emailed us using the CRM with the same email address as their customer account, but the email does not show up under the CRM tab on the customer's record. Does anyone know why this would happen?
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