Email Matching: Difference between revisions

From Accelerator for SageCRM
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Accelerator establishes context in the following fashion
Accelerator establishes context in the following fashion
1.  Tag (if applied) see https://accelerator.crmtogether.com/index.php?title=Outlook_Tagging_emails
1.  Tag (if applied) see https://accelerator.crmtogether.com/index.php?title=Outlook_Tagging_emails
2.  Precise Email Address (person match)
2.  Precise Email Address (person match)
3.  Email Domain (company match where a person record was not found)
3.  Email Domain (company match where a person record was not found)
4.  Lead (where a company record is not found
4.  Lead (where a company record is not found
[[File:Picture2.jpg]]
[[File:Picture2.jpg]]

Revision as of 09:53, 30 May 2022

Accelerator establishes context in the following fashion 1. Tag (if applied) see https://accelerator.crmtogether.com/index.php?title=Outlook_Tagging_emails

2. Precise Email Address (person match)

3. Email Domain (company match where a person record was not found)

4. Lead (where a company record is not found