Reviewing Matches in InsideView Refresh

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InsideView Refresh uses InsideView's proprietary database to find matches for records in your Salesforce and Microsoft Dynamics CRMs.

IMPORTANT NOTES:

  • The steps to select a Suggested MatchChange a MatchFind a Match, and Unmatch a Company are almost similar to what are listed below in Salesforce CRM section. Follow same instructions for Microsoft Dynamics CRM to select different types of matches.
  • The only change is in navigation within Microsoft Dynamics CRM, which is described in the section below and the naming convention varies. For example, the In progress match in Microsoft Dynamics CRM is called out as Change match in Salesforce CRM.

Follow the detailed instructions on how to review, change, and find matches for your Salesforce CRM.  

Review Matches In Salesforce CRM

Step Description Details
 1 Open the Review Matches page Log in to InsideView Refresh instance and click the Account Match Status donut chart region to open the Review Matches page.

 The Review Matches page appears.

 

 2 Select a match type On the Review Matches page, to filter by match type, click the drop-down menu and select any one item from the following options:
  • View All - Allows you to view all types of matches
  • Matched - Lets you view accounts for which a match is found.
  • Suggested Match - Lets you view suggested matches for accounts that have multiple matches.
  • Unmatched - Shows a list of accounts that have no matches in  the InsideView database.
  • In progress - Shows the accounts for which matching is still in progress.
  • Failed - Shows a list of accounts that failed while matching.
  • Restricted - shows a list of accounts that are restricted because  the account credit is exceeded. In this case, you need to purchase sufficient credits to manage new matches. 

 

4 Push matches When you click Accept or Reject, the Execute pop-up dialog appears.

accept_dialog.png

  • Click Push Matches Now to update records in your Salesforce CRM immediately. 
  • Click Push Matches Later to run updates at the scheduled date and time that you have defined while creating the filter.

Note: You will receive an email when InsideView Refresh has some updates to review in your production instance only.

Select a Suggested Match in Salesforce CRM

Step Description Details
 1 Filter by match type On the Review Matches page, select the Suggested Match from the drop down menu.

 2 Select a match

A list of companies from InsideView's database will appear. Select a company from the suggested results to match to the appropriate record in your Salesforce CRM. Click the Select link and then click Save.

Change a Match in Salesforce CRM

Step Description Details
1 Search Match In the Review Matches page, enter the account that you want change. For example, type Micro then you will type ahead suggestion with companies that start with Micro in their name.

 

2 Search for an Account On the Search Results page, select the account record for which you want to change the match, and then click the Edit icon as illustrated below:

 

3 Choose a match On Choose a Correct Company page, select the company that matches or you can search for a correct company by entering the name as illustrated.

A list of companies from InsideView's database will appear. Select a company from the suggested results to match to the appropriate record in your Salesforce CRM and then click Save.

Find a Match in Salesforce CRM

Step Description Details

 1

Filter by match type On the Review Matches page, select Unmatched from the drop down menu and select the Unmatched record and click the Edit icon.

 2 Choose a match

In the Choose the Correct Company, click the Select link and then click Save.

Unmatch a Company in Salesforce CRM

Step Description Details

 1

Filter by match type On the Review Matches page, select the Suggested Match or Matched from the drop down menu.

 2 Select or change a match On the Choose a Correct Company page, click the Unmatch link to remove the match.

When you click on the Unmatch link, you will not receive updates for that particular record in your CRM until you find an appropriate match.

Review Matches in Microsoft Dynamics CRM

Follow the instructions to Review Matches in Microsoft Dynamics CRM below.

Step Description Details
 1 Open Review Matches page

Log in to Microsoft Dynamics CRM and go Sales > Refresh to launch InsideView Refresh dashboard.refresh_settings.png

Click on any field in the Flagged  Updates region to open the Review Updates page.

 

NOTE: The steps to change a match, find a match, unmatch a company and select a suggested match for Microsoft Dynamics CRM are same as Salesforce CRM. Read the sections above and use them as reference to Review Matches in Microsoft Dynamics CRM.

The Review Matches page appears.

2 Search for a match On the Review Matches, use the Search field to filter the matches or select All updates check box or choose any particular match as illustrated:

3 Accept matches To approve all updates to be pushed into your Microsoft Dynamics CRM, click Accept.

To approve a match individually, select the check box on the left to the corresponding match(es) and click Accept.

4 Push matches When you click Accept, the Push Matches pop-up dialog appears.

review_matches2.png

  • Click Push Matches Now to match records in your Microsoft Dynamics CRM immediately. 
  • Click Push Matches Later to push matches at the scheduled date and time that you have defined while creating the filter.

Note: You will receive an email when InsideView Refresh has some updates to review.

5 Reject matches To reject updates being pushed into your CRM, click the check box to the left of the corresponding update(s) and click Reject.

When you click Reject, the update(s) are removed and you will no longer see that update(s) on the dashboard.

 

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