This section lets you select and prioritize the rules used to match leads with accounts. LeadAngel uses a flexible fuzzy match algorithm that goes beyond simple string comparison and recognizes things like acronyms, name variations, stock codes, and legal suffixes.
¶ What matching rules can you enable?
- Domain Match
Matches based on business domains, even when the company name is missing. - Exact Name Match
Requires the lead and account to have exactly the same company name. - Clean Name Match
Ignores legal suffixes like Inc., Corp., LLC, Ltd. during matching. - Geo Expansion
Prioritizes matches based on geographic proximity across continents. - Merger and Acquisition
Recognizes companies that have changed names due to mergers or acquisitions (e.g., YouTube → Google). - Popular Name
Matches based on well-known or former names of companies (e.g., AOL → Quantum Computer Services). - Industry-Based Matching
Considers industry similarity in the matching logic. - Relaxed Match
Loosens the strictness of name or domain matches when needed. - Stock Code
Matches based on company stock ticker symbols (e.g., AMZN → Amazon). - First Word Match
Uses the first uncommon word in the company name to make a match (e.g., The Federal Bank → Federal Dept). - Custom Rule
You can request the LeadAngel team to implement a custom matching rule for your use case.