Automatic Lead Matching

What Is The Automatic Lead Matching Add-On?
For a monthly fee or if you are part of the VIP add-on's package, you can upgrade to have auto-matching enabled for additional lead matching. Brillian...
Understanding Actions / Data Flows
The following documentation is exclusively for the "Advanced Leads Package". To purchase the "Advanced Leads Package" please email us a...
Automatic Lead Matching
This Add-on can be found within the Leads tab on your admin page, you should be able to see the "Receiving Indirect Leads" here: Below ar...
How Does Auto-Matching Work?
The following documentation is exclusively for the "Auto-Matching or Advanced Leads Package". To purchase the "Auto-Matching or Advanced L...
The Default Lead Action & Creating New Lead Actions
The following documentation is exclusively for the "Advanced Leads Package". To purchase the "Advanced Leads Package" please ema...
Benefits & Limitations Of The Automatic Lead Matching Add-On
The following documentation is exclusively for the "Auto-Matching or Advanced Leads Package". To purchase the "Auto-Matching or Advanced Le...
Leads » Lead Settings » Additional Notifications Settings
To edit the general settings for "Additional Notifications", navigate to ADMIN >> LEADS >> LEAD SETTINGS and click on the "Additi...