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Product JoinCU
Created by Guest
Created on Jul 25, 2023

Clarify wording on lead originations in JoinCU dashboard

The descriptions and wording of lead originations in JoinCU is creating confusion and overcomplicating the data. For example, leads are described as coming from 'Own Site' even though they have no implementation on their website. The leads may have come from credit union match and people searching directly for their CU, but the description of the lead origination needs to be clarified so credit unions can more accurately understand where leads are coming from. All descriptions should be revised for clarity.