Matching and View Documentation

Have more questions? Submit a request
Looking for help on LeanData’s Matching and View? You’ve come to the right place. Below are links to our user guides and FAQs.

User Guides

  • View - Setup Instructions - This guide will walk you through the installation of the LeanData View to display matched leads within accounts, matched accounts within leads, and duplicate leads and contacts.
  • Matching - Tagging Overview & Guide - In this guide, you will learn how to set up additional Tagging Fields, utilize Tie-Breakers, manage settings for Domain Matching, along with how to run a One-Time Tagging job.
  • Matching - Match Settings Guide - This guide presents an overview on configuring the Match Settings for Domain Matching, Manual Updates, and Routing Match Limits.

 

FAQs

 

 

To access all Matching and View documents please click here:

https://leandatahelp.zendesk.com/hc/en-us/categories/360001426693

 

Articles in this section

Was this article helpful?
1 out of 2 found this helpful
Share