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L2A Matching Options

Is it possible to give more options for the L2A matching process within the tool. More specifically I am wondering if it is possible to have a feature where we are able to click / select several leads and then have the option to search which account they should be matched with. 

  • Guest
  • Aug 23 2019
  • Looking into it
  • Attach files
  • Emily Ketchum commented
    08 Oct 23:12

    More options around the criteria used in L2A matching would be very useful as well.

  • Admin
    Frank Passantino commented
    10 Oct 20:28

    While we are not currently able to add more options, you can use this testing site to check which account they would be matched to: https://engagio.github.io/WilItMatch/