How to match leads with existing customer profiles
How to match leads with existing customer profiles
How to match leads with existing customer profiles
The Lead Matching feature in Cadence connects scanned leads with existing customer profiles in your database. When you navigate to the Leads Menu, you can review potential matches between leads captured at your event and customers already in your system, helping maintain accurate records and streamline follow-up activities.
When to use
When reviewing leads captured at conferences or trade shows
When connecting scanned leads with existing customer records
When creating engagement records from lead interactions
When organizing post-event follow-up with matched customers
Customer Matching must be enabled in your event settings to access this feature.
How to do it
Navigate to the Leads section in your Cadence dashboard.
Select the "Matching" tab at the top of the screen.
Review the list of leads with potential matches.
Click on any lead with "Ready for Match" status to view potential customer matches.
Compare the lead information with the suggested customer profiles.
Pay attention to the confidence score displayed with each potential match. Higher 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 to focus on specific matching statuses.
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 confirm or dismiss a customer match
How to understand lead statuses and matching indicators