Deal Information In Business And Individual Profiles
Business Profiles
Business Profiles are generated once the first deal gets submitted for that business.If changes are made to the first deal, the Business profiles are updated with that information. The initial deal will be the source of truth for Business Profiles.When the second deal and any consecutive deals come in for that business, we will not overwrite any information in the Business profile.
- If there is new contact information (address, phone, email) in those deals, we will add this information to Business profiles.
- If there is new information that does not exist in the Business profiles, we will add it to the Business profiles.
Businesses Landing Page
Individual Profiles
Individual Profiles are generated once the first deal gets submitted with a new individual. The individual is the owner or one of the owners of the business.If changes are made to the first deal, the Individual profiles are updated with that information. The initial deal will be the source of truth for Individual Profiles.When the second deal and any consecutive deals come in for that business, we will not overwrite any information in the Individual profile.
- If there is new contact information (address, phone, email) in those deals, we will add this information to Individual profiles.
- If there is new information that does not exist in the Individual profiles, we will add it to the Individual profiles.
Individual Landing Page
FAQ
When is a Business Profile created?
When is a Business Profile created?
A Business Profile is created when the first deal for that business is submitted.
When is an Individual Profile created?
When is an Individual Profile created?
An Individual Profile is created when the first deal containing a new individual is submitted. The individual is the owner or one of the owners of the business.
Can a later deal overwrite existing profile information?
Can a later deal overwrite existing profile information?
No. After the first deal creates the profile, later deals do not overwrite existing profile information.
What information can a later deal add to a profile?
What information can a later deal add to a profile?
A later deal can add new contact information, such as an address, phone number, or email address. It can also add information that does not already exist on the profile.
Next steps
Profile Creation and Unique Identifiers
Learn how Lendflow matches new deals to existing Business and Individual Profiles.
Relationships Between Entity Profiles
Understand how Business and Individual Profiles can be related.