Matching and View Documentation

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 - Product Overview - Learn about the LeanData View is this helpful overview.

• 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.

• View - LeanData View Settings Guide - This guide describes the tools and options for configuring the LeanData View Product. 

• 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 - Mapped Account Fields Guide - This guide will give you an overview of the Mapped Account Field Settings used in Tagging.

• Matching - One Time Tagging Guide - This guide will help you set up and work with One Time Tagging in LeanData.

• Matching - List Analyzer Overview - This guide will guide you in the use of the List Analyzer tool.

• Matching - Match Settings Guide - This guide presents an overview on configuring the Match Settings for Domain Matching, Manual Updates, and Routing Match Limits.

• Matching - Account Scoring Guide - This guide will give you an overview of the Account Scoring functionality in LeanData.
  
  
• Matching - Troubleshooting Guide - This guides provides an overview of troubleshooting Matching.

 

FAQs

• How is LeanData Tagging Triggered
• Tagging Mapped Fields Not Updating Troubleshooting Guide
• Matching - The LeanData Matching Algorithm Video
• I'm Not Seeing LeanData View in Lead, Contact, or Account Records
• Can I use fuzzy comparisons in my Tiebreakers?

 

To access all Matching and View documents please click here:

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