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 that of Salesforce CRM in Microsoft Dynamics CRM.
  • The only change is the navigating in Microsoft CRM is described in the section below and the naming convention will be different. For example, the In progress match is different name in Microsoft Dynamics CRM  and it is 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 Total Records pie 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
  • Matched
  • Suggested Match
  • Unmatched
  • In progress
  • Failed

 

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

  • 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.

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 Click the Select link.

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.

Change a Match in Salesforce CRM

Step Description Details
 1 Filter by Match Type On the Review Matches page, select the Matched from the drop down menu.

 

2 Change a match Click the Change link.

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.

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.

 2 Find a match

Click the Find  link.

On the Find Matching Company page, select a match from the list of companies from InsideView's database that appears.

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 Select Matching Company or Change Matching 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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