Just like your socks, sometimes your Leadfeeder companies can get mismatched with your CRM entities. Follow these steps to resolve the issue.
STEP 1: Login to Leadfeeder, open Web Visitors and find the company that has been mismatched. Click to open the details about this company.
STEP 2: In the right hand detail panel, find the CRM section. You can either click the CRM actions button or the Manage connections button.
STEP 3: Disconnect the Company from the CRM that it connected to.
or
STEP 4: Back at the top of the company details you will now see a the CRM logo with a question mark. Clicking this or any of the CRM actions buttons will take you to the suggested connections available.
When you see the company that matches, click on Confirm and Connect and you're all done!
Please note: These instructions are for a HubSpot CRM integration, but the terminology the entities use does vary depending on your CRM. For example if you are using Dynamics 365 you will see "account" or "lead" instead of "company.
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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@leadfeeder.com.
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