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=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 10:53, 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
