Email Matching: Difference between revisions
From Accelerator for SageCRM
| No edit summary | No edit summary | ||
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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 08:53, 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

