Question

How are people linked to Lead or Contact records in your CRM when a user creates a person or imports them to SalesLoft?

1) By matching the email address
2) By matching the phone number
3) By matching the name
4) By matching the company name

Answer 1

In SalesLoft, people are usually linked to Lead or Contact records in a CRM system by matching the email address, as it is a unique identifier and helps ensure accurate associations.

Step-by-step explanation:

When a user creates a person or imports them to SalesLoft, the platform typically links people to Lead or Contact records in your Customer Relationship Management (CRM) system by matching the email address. Since email addresses are unique identifiers, they provide a reliable means of ensuring that the correct person is associated with the correct record. Matching by phone number is less common as it can be shared or change more frequently, and matching solely by name or company name could result in less accurate connections due to the potential for duplicates or variations.