Lead Matching

Learn about the Lead Matching in Distribution Engine. This lab will give an overview of the classifer feature lead matching, along with a setup overview and a demonstration of how to configure distributors to use the results.

5 videos

16 mins

Overview
4 mins
Matching rules
4 mins
Lead Matching Classifier
3 mins
Backfill Wizard and Logging
2 mins
Matched Lead Distributor
3 mins

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Lead Matching

Overview

Matching rules

Lead Matching Classifier

Backfill Wizard and Logging

Matched Lead Distributor