Reviewing Matches in InsideView Refresh

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InsideView Refresh uses InsideView's proprietary database to find matches for records in your Salesforce CRM.

This article provides detailed instructions about how to review, change, and find matches for your CRM records.

Review Matches

StepDescriptionDetails
 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

StepDescriptionDetails
 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

StepDescriptionDetails
 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

StepDescriptionDetails

 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

StepDescriptionDetails

 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.

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