My Team loves the gmail integration, but we noticed something and wanted to understand if it is maybe our way of using Copper or maybe a better understanding of the integration.
We enter People records for members of the company we will be interacting with. In the nature of our business of healthcare software, hospitals can have name changes/mergers.
Recently in gmail it told me the person wasn’t in Copper and asked to add them, when I went to add them, I noticed it was listing a different Company name than the actual company we were working with (Parent company name vs. facility name). If I had continued adding the person it would have actually created a duplicate person record for the name, but would have had 2 companies.
Is there something we are doing wrong, or could do to make it easier?
