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One-Click Lead-to-Account Matching

After the initial install of Lane Four, or on occasion when mass updates are made, a one-time update of match data can be helpful.  To perform this update go to the Lane Four tab and select the one-click lead to account option

Note: depending on your data volume, this update can take a few hours to a few days. You will need to confirm this update before moving forward:

It’s important to understand that this function will update all accounts and leads in your database.

Default lead to account matching rule

The one-click lead to account matching function uses the duplicate rules setup on the object “Duplicate Record Helpers”, the first match rule will be used which be default is Fuzzy company name AND Domain. To customize this see setting up lead to account matching rules

 

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