Matching Lead Records
Posted on 2007-11-26
This goes back to the age old question, how to match lead records given that users often input names and addresses incorrectly and often times there is no universal ID across divergent systems.
In the way past, i used phone number. Phone number is awful cause phone numbers can change. Then i started to use a match code. I would substring n characters off of name, address, city, zip, etc and see if i could match. That works fairly well.
Now i'm thinking about going to a soundex match.
Anyone got THE best way to match lead records across systems?