Email Matching

From Accelerator for SageCRM
Revision as of 08:53, 30 May 2022 by Sagecrmw (talk | contribs)

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