Managing Match Settings for Lead Enrichment

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Match Settings allows you to view and modify the fields that are used for lead enrichment.

StepDescriptionDetails
1 Go to the Settings page On the InsideView Enrich Accounts page, select an account, then click Settings.

 

2 Select Match Settings  Select the Match Settings tab.

3 Modify the field selection By default, all fields are selected for matching lead data. 

Deselect the fields that you do not want to enrich in the lead data, for example, city, zip and website fields.

Note: Email and Company Name are mandatory fields that cannot be deselected.

4 Save Click Save.

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