Please Note: This feature is currently being transitioned to an updated version. As we make this transition you may see multiple versions of the same document. Please use the relevant one depending on your requirements.
The Current Version of the document is at the top of the page and the Updated Version is at the bottom.
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Current Version
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Overview
The First and Last Name job runs to find out if the first and last name match. If they do match, the lead will be invalidated.
Configuration
There is no configuration required for this job.
Use Case
If the first and last names of a lead match, there is a chance that the lead contains inaccurate or fake details. The First and Last Name Check ensures that a lead with matching first and last name values does not pass through to the client, in case it is in fact an invalid lead.
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Updated Version
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Overview
The First and Last Name job runs to find out if the first and last names match. If they do match, the lead will be invalidated.
Configuration
1. a. Navigate to the Processr and click Add. Select First and Last Name Check from the dropdown or start typing to find the job.
1. b. If you are editing an existing First and Last Name Check, click Configure beside the job in the Processr.
This job does not require any configuration, therefore there are no other additional steps.
Use Case
If the first and last names of a lead match, there is a chance that the lead contains inaccurate or fake details. The First and Last Name Check ensures that a lead with matching first and last name values does not pass through to the client, in case it is in fact an invalid lead.