Email Matching: Difference between revisions
From Accelerator for SageCRM
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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 | There are 2 parts to this: | ||
a. The system tries matching on the company email address - If a match is found this is returned | |||
b. If no match is found in (a) then the system searches for a person record with the domain and returns the company(ies) that a linked to the person(s) found. | |||
4. Lead (where a company record is not found) | |||
[[File:Picture2.jpg]] | [[File:Picture2.jpg]] | ||
Revision as of 10:36, 26 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)
There are 2 parts to this:
a. The system tries matching on the company email address - If a match is found this is returned
b. If no match is found in (a) then the system searches for a person record with the domain and returns the company(ies) that a linked to the person(s) found.
4. Lead (where a company record is not found)
