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=Tagging


2.  Precise Email Address (person match)
2.  Precise Email Address (person match)

Revision as of 11:55, 22 June 2023

Accelerator establishes context in the following fashion

1. Tag (if applied) see https://accelerator.crmtogether.com/index.php?title=Tagging

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