Lead field updates that trigger matching

Lead field updates that trigger matching

There are three different ways Matchmaker can be triggered to match Leads:

1. Lead Creation. When Matchmaker is enabled, any new lead will be processed.
2. 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.
3. Certain Lead field updates. When Matchmaker is enabled, if any of the following fields are populated Matchmaker will be triggered.

• Email
• 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.