Data Dictionary is the place where most of the magic happen. It has elements to Fuzzy Match account and addresses along with creating complex filter based on Leads, Accounts and Opportunity. It has three main dictionary types.
- Account List
- Account Status
- Market Segment
1. Account List
Not all the accounts you want to Target or Route are always in your CRM. In such cases, LeadAngel’s Account List is used to create an Account List. All the accounts in the list are Fuzzy Matched against the leads for routing and segmentation.