Email Matching

From Accelerator for SageCRM
Revision as of 10:53, 30 May 2022 by Sagecrmw (talk | contribs)

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