Lead field updates that trigger matching
There are three different ways Matchmaker can be triggered to match Leads:
- Lead Creation. When Matchmaker is enabled, any new lead will be processed.
- One-time batch. On the Matchmaker Configuration | Match tab, there is a "Run One-time Batch" button that will you can enter a date range for, based on Last (Lead) Modified Date or Lead Created Date. Matchmaker will run for all unmatched leads within that date range.
- Certain Lead field updates. When Matchmaker is enabled, if any of the following fields are populated Matchmaker will be triggered.
- City
- Company
- Country
- Phone
- PostalCode
- State
- Street
- Website
- Custom Matched Fields
For efficiency, Matchmaker processes are bypassed for any leads which already have a successful match, a potential match, or rejected match. So if a lead is in any of these states, triggering Matchmaker will not rematch the lead. For instructions on rematching please see Matchmaker KB 1015.
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