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Automatically Resolve Multi-Matches

Admins have the option to automatically assign Multi-Matched calls to the most recently updated Lead or Contact, so that Multi-Match calls aren’t orphaned and Agents are not required to manually select a record.

This can be set at the account-level (applies to all users) or the user-level (applies to individual users)

Account-level setting

  1. Log in to Admin Console

  2. Navigate to RingDNA in the left-hand navigation, and select RingDNA Settings

  3. Click the bullet next to Automatically Resolve Multi-Match, or the Multi-Match setting of your choosing, then click Save to apply the selected Multi-Match logic to your account. The selected option will apply to all users on the account.

Multi-match account settings

User-level setting

You can configure user-level multi-match settings that when enabled, will override the account-level multi-match setting.

  1. Log in to Admin Console

  2. Navigate to Users in the left-hand navigation, and select the user you want to change settings for

  3. Click the Products tab, then RingDNA Communication Hub

  4. Select Multimatch Settings in the Salesforce section

Multi-match user settings