Difference between revisions of "Email Matching"

From Accelerator
Line 1: Line 1:
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

Picture2.jpg