LeanData Tagging ensures your Lead database remains tagged with the information on the most up to date matched Account. As relevant fields on your Accounts change, LeanData will re-evaluate and potentially update Tagged Accounts on your Leads to reflect the best matched Account according to the updated information on your Accounts.
The Account Field Tagging Triggers page will allow you to exclude certain Accounts fields from triggering LeanData re-evaluation. This can ensure that LeanData will only re-evaluate records on changes that are relevant for your organization, potentially reducing the overall number of processing jobs LeanData will execute.
To access the Account Fields Tagging Triggers page:
- Open the LeanData tab.
- Click on Matching on the sidebar.
- Click on Tagging Settings.
- Click on the Advanced tab on the Tagging Settings page.
By default, LeanData Tagging will trigger if any of the following fields are updated on an Account.
- Account Name
- Account Phone
- Billing Country
- Billing State/Province
- Billing Street
- Billing Zip Code
Additionally, LeanData Tagging will trigger if any fields that are referenced in your Tiebreakers or Filters are updated on an Account.
All of these Account fields will be listed on this page.
If you would like LeanData Tagging to re-evaluate matches on changes to any of these Account fields, you can select the All Fields option. This option will be selected by default.
If you would like to exclude certain Account fields from triggering LeanData Tagging, select Customize Fields. Then deselect the fields you wish to exclude by unchecking the boxes that correspond to the fields you wish to exclude.
Click Save Settings when you are finished.
For additional information about LeanData Tagging, please see the Tagging Overview Guide.
You may also submit a ticket to our support team for additional assistance.