2
Unlink wrong match
Jun 27, 2023
When the contacts have no LI URL, Surfe sometimes matches using the names. In case the match is incorrect and there is no contact in the CRM for the actual prospect, we have to create it manually in the CRM and then relink using Surfe.
If we could just unmatch and then create the contact using surfe it would be much less painful.
Comments
Yes there are thousands of people with the same name and if there is no LI URL in a pipedrive record Surfe has a guess that they are the same person and puts the incorrect contact information in the wrong record. We have had complaints. Please fix this.
I agree have the same problem in Pipedrive.