Learn how to enable the account match feature in this step-by-step guide. This help guide will demonstrate how to enable the account match feature in Neon CRM.
Recommended Reading Before You Start
Content
Enable the Account Match Feature
Instructions
Enable the Account Match Feature
1. Navigate to Tools and select Duplicate Management.
2. From this page you will see the Account Duplicate Management Section. Select Turn on Account Matching.
Note: If you do not see this section, that means that Account Matching has already been enabled.
3. Turn on Account Match and the Partial Match Queue.
4. A pop-up will appear. Select Turn on Account Match.
