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: 




To confirm the source, use the Form or 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 business' 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 #0":


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


  1. Name
  2. Top Level Category 
  3. Sub Level Category
  4. Sub-sub Level Category
  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: