How to Set Match Score in InsideView Refresh

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InsideView Refresh uses match score as a reference point for every match. A high match score represents the likelihood that a match is correct and InsideView Refresh will return the match that is accurate for a particular record. For this reason, an account administrator must set the match score threshold value for your InsideView Refresh account.

The match score threshold allows you to determine the right balance of match accuracy and enrichment rate for your leads. It can be modified based on your organizational requirements. If you want more matches, then an account administrator can lower the match threshold value at the cost of an increased proportion of false positives in the lead supply.

Note: Only Account Administrators can set the Match Score value for your InsideView Refresh account.

For step-by-step instructions on setting the match score threshold, see below.

Set Match Score in Salesforce CRM

Step Description Details
 1 Go to account settings On the InsideView Refresh page, click on the Account Settings icon as illustrated below:

         

Click the Settings link.

 

The Settings page opens.

         

 2 Modify the match score range

On the Settings page, drag the   slider to change the range of match score value for Unmatched, Suggested, and Matched data that you want set for your account.

         

 3 Save

Click Save.

         

Set Match Score in Microsoft Dynamics CRM

Step Description Details
 1 Go to the Refresh Settings page

Log in to Microsoft Dynamics CRM and go to Sales > Settings > Refresh Settings as illustrated below:

         

In the Refresh Settings page, click the Settings link.

         

The Match Score Settings page opens.

         

 2 Modify the match score range

On the Settings page, drag the   slider to change the range of match score value for Unmatched, Suggested, and Matched data that you want set for your account.

         

 3 Save

Click Save. The following dialog appears:

match_score4.png

Click Save again. The following confirmation message appears:

         

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