Inquiries sent via the "Get Matched" portal on the website will always appear as pending unless the "Automatching" add-on is enabled on the website:




» Automatic Lead Matching Documentation


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Sort through any "Pending" leads inside the Admin:




To confirm the source, use the 1. Form or 2.Origin Page fields:


*By clicking on the link after "Origin Page" the site will redirect straight to the "Get Matched" section of the website. If this form is embedded  on a custom page, then it will redirect to whichever page the website user was on when they filled out this form.*





In order to send this lead to the members click "Match Lead" within the "Actions" drop-down menu:

 


 


This will open the "Matching" portal, where a list of suggested matches will appear at the bottom of the screen:

 


 

Please note that these members appear according to Membership Level search result priority, and must match the search criteria entered under "Match Lead #X":


The following fields make it easy to search for other members by:


  1. Top Level Category 
  2. Sub Level Category
  3. Sub-sub Level Category
  4. Name/Company
  5. Location



 

To send the lead to multiple members, click on the checkboxes of the member to send the lead email to and click on "Match":



** When bulk matching the INDIRECT MATCH email template will be sent out to the members. **



At this time confirm this action:




Followed by a success alert:




The member's will instantly receive the lead in their inbox: 

 

 



The "Suggested Members" will automatically move over to the "Matched Members" and have a "Pending" status:




When the lead status is changed to "Sold Out", matched members will not be able to accept the lead as the status will get updated.  






For additional questions or help setting this up, please submit a ticket to [email protected] or create a ticket HERE