How to understand lead statuses and matching indicators
How to understand lead statuses and matching indicators
Understanding Lead Statuses and Matching Indicators
The Leads Matching interface in Cadence displays the status of potential matches between scanned leads and existing customer profiles. When you navigate to Leads Menu › Matching, you'll see various status indicators that help you track the matching process from initial scanning through confirmation or rejection of potential matches.
When to use
When reviewing potential matches between scanned leads and existing customers
When confirming or rejecting suggested customer matches
When tracking the status of lead matching across your event
When preparing for post-event follow-up with matched customers
You must have Admin or Event Manager permissions to access the Matching functionality.
How to do it
Log in to your Cadence account.
Navigate to your event dashboard.
Select "Leads" from the left sidebar navigation.
Click on the "Matching" tab at the top of the Leads interface.
Review the status indicators displayed next to each lead:
Pending: Match lookup is in progress
Ready for Match: Potential matches have been found and need review
Not Matched: No matches were found or all matches were rejected
Matched: A customer match has been confirmed
Leads with "Ready for Match" status should be prioritized for review.
Click on any lead with "Ready for Match" status to view potential customer matches.
Compare the lead information with the suggested customer profiles.
Review the confidence score displayed with each potential match.
Higher confidence scores indicate a stronger likelihood that the lead and customer profile represent the same person.
Select the correct match by clicking "Confirm Match" or reject all matches by clicking "No Match".
If Customer Matching is enabled with an Ensemble form selected, confirming a match will automatically create an engagement record for the customer.
Return to the Matching list to continue reviewing other potential matches.
Filter the list by status using the filter options in the top-right corner.
Troubleshooting
If no leads appear in the Matching tab:
Verify that Customer Matching is enabled in your Lead settings
Confirm that leads have been scanned at your event
Check that the matching process has had time to complete (may take a few minutes after scanning)
Related links
How to set up Lead scanning for your event
How to understand the Leads interface and navigation