Suggested Matches
If the "Automatic Lead Matching" add-on is active, the system will automatically match members. However, if the add-on is deactivated, the admin must manually match leads.
When a lead requires manual matching, the system will prioritize and display at the top of the list the member whose profile the lead was submitted to.
For example, if the lead came from John Smith's profile, he will appear first in the "Suggested Matches" results:
To change the status of the lead to accepted, scroll to the bottom, in the "Status" drop-down, the available options are shown:
To match the lead scroll down to the members list, and select the "Match" action from the drop-down:
When matching the "Suggested Matches" with the lead our recommendation is to always select "Send Custom Preview Email and set as Pending". Sending the complete email will provide the email and phone number in the email itself, giving the members no reason to interact with the website.
There is also the option to match these suggested members with the bulk actions. Click on the first checkbox to select all members, or checkmark each member :
Once all of the members that should be matched are selected, scroll down and click Match Leads:
To match all selected members click on Yes, continue:
For additional assistance:
Email support@brilliantdirectories.com or create a ticket Inside Your Account Dashboard.
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