Inquiries sent via the "Get Matched" portal on the website will always appear as pending unless the "Automatching" add-on is enabled on the website:



» Automatic Lead Matching Documentation



-----------------------


Sort through any "Pending" leads inside the Admin:




To confirm the source, use the 1. Form or 2.Origin Page fields:


*By clicking on the link after "Origin Page" the site will redirect straight to the "Get Matched" section of the website. If this form is embedded  on a custom page, then it will redirect to whichever page the website user was on when they filled out this form.*





In order to send this lead to the members click "Match Lead" within the "Actions" drop-down menu:

 


 


This will open the "Matching" portal, where a list of suggested matches will appear at the bottom of the screen:

 


 

Please note that these members appear according to Membership Level search result priority, and must match the search criteria entered under "Match Lead #X":


The following fields make it easy to search for other members by:


  1. Top Level Category 
  2. Sub Level Category
  3. Sub-sub Level Category
  4. Name/Company
  5. Location



 

To send the lead to multiple members, click on the checkboxes of the member to send the lead email to and click on "Match":



** When bulk matching the INDIRECT MATCH email template will be sent out to the members. **



At this time confirm this action:




Followed by a success alert:




The member's will instantly receive the lead in their inbox: 

 

 





The "Suggested Members" will automatically move over to the "Matched Members" and have a "Pending" status: