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= | 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) | ||
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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) | ||
There are 2 parts to this: | |||
[[File: | 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:context.png]] | |||
Revision as of 15:41, 22 September 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)
