Introducing the New and Improved Match My Email Dashboard. View announcement

Introducing the New and Improved Match My Email Dashboard. View announcement

Category - B. Create a New Record from Match My Email Cloud

A screenshot showing a software interface for creating and matching records. A dropdown menu under "Type" displays options with Contact Secondary Email selected. Match details below show "No Match" with options to Match or Reprocess highlighted. Various text fields are visible.

Create a new Secondary Email Address for a Contact

Date: July 1, 2015
By: Trevor Holewinski
Categories: B. Create a New Record from Match My Email Cloud

Screenshot showing an email on the left and a data matching form on the right. The email is from Harrison Dodge requesting a property estimate, including personal and contact details. The form fields on the right are filled with matching details from the email.

Create a new Contact and new Account

Date: July 1, 2015
By: Trevor Holewinski
Categories: B. Create a New Record from Match My Email Cloud

Screenshot of email sent to Tom Silverman requesting advice on replying to an inquiry, and a form for matching a contact with fields for Type, Phone, Email, and other details. An arrow points from the bottom left icon on the email to the Type field in the form.

Create a new Contact for an Account already in Salesforce

Date: July 1, 2015
By: Trevor Holewinski
Categories: B. Create a New Record from Match My Email Cloud

A software interface is displayed with a pop-up window titled "Match." It shows options to create and match to a new record or select and match to an existing record. A red arrow points from "No Match" in the background to the "+ Match" button on the pop-up window.

Create a new Lead

Date: July 1, 2015
By: Trevor Holewinski
Categories: B. Create a New Record from Match My Email Cloud

Create a New Record Considerations

Date: March 9, 2015
By: Trevor Holewinski
Categories: B. Create a New Record from Match My Email Cloud