The Lead Matching feature in Cadence allows you to automatically connect scanned leads with existing customer profiles in your database. When enabled, the system will identify potential matches between leads captured at your event and customers already in your system, helping you maintain accurate records and streamline follow-up activities.
When to use
When you want to identify existing customers among your scanned leads
When you need to create automatic engagement records from lead scans
When organizing post-event follow-up with matched customers
You must have Admin or Event Manager permissions to configure lead matching settings.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Leads" from the left sidebar navigation.
Click on "Settings" from the Leads submenu.
Scroll down to the "Customer Matching" section.
Check the "Enable Customer Matching" box.
When enabled, the system will automatically attempt to match scanned leads with existing customer profiles.
Select an Ensemble form from the dropdown if you want to automatically create engagements.
If an Ensemble form is selected, confirming a match will automatically create an engagement record for the customer.
Customize the automated engagement name format if needed.
Click "Save" to apply your changes.
Verify the Matching tab appears in your Leads menu.
Troubleshooting
If the Matching tab doesn't appear after enabling:
Verify you have Admin or Event Manager permissions
Confirm your Cadence license includes the matching feature
Check that you've saved your configuration changes
Related links
How to confirm or dismiss a customer match
How to understand lead statuses and matching indicators