Email Matching

From Accelerator for SageCRM

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)