This section allows you to define fields that must match between a lead and an account in order for the match to be considered valid.
ΒΆ How It Works
In the Account Matching Setup, you can toggle the following under Must Match Fields:
- City
- State
- Country
If you need additional fields (e.g., industry, postal code), you can request them through LeadAngel support. Once configured, those rules will be manageable from the Match Preference panel.
Use this section to increase match specificity and avoid incorrect associations due to loose matching logic.