Difference between revisions of "Email Matching"

From Accelerator
 
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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



Latest 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

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