Ye sudhaar sirf aage aane wali entries par lagta hai — purani lead ka naam Leads Pipeline me "Edit" se khud theek karo. Phone na mile to Leads me phone khaali rehta hai aur 30 din wali duplicate jaanch bhi nahi hoti. "📋 Preset: Book Appointment" me ye sab pehle se sahi hai.
Lead Form se aayi lead me naam ki jagah phone number kyu dikhta hai?
Leads me naam tabhi aata hai jab naam wale field ka 'name (key)' 'name' ho; key kuch aur (jaise patient_name) ho to lead ka naam phone number ban jaata hai, aur phone bhi na ho to 'Form lead'. Phone ke liye field ka type 'phone' rakho (ya key phone / mobile). Lead Forms → "Edit" → field ka 'name (key)' 'name' karo → "Save Form".
Where in ORALZY: Patient Connect → WhatsApp → Lead Forms · Patient Connect → Leads & Outreach → Leads
Quick steps
- Lead Forms me form par "Edit"
- Naam wale field ka 'name (key)' 'name' likho
- Phone wale field ka type 'phone' chuno
- "Save Form"; purani lead ka naam Leads me "Edit" se sudhaaro