Matching and View DocumentationLeanData Matching and View documentation: set up matching and the LeanData View on records.Aug 26, 2026Knowledge
InformationTitleMatching and View DocumentationURL NameMatchingandViewDocumentation6901f4295e3b0Step-by-StepLooking for help on LeanData’s Matching and View? You’ve come to the right place. Below are links to our user guides and FAQs. User Guides View - Product Overview - Learn about the LeanData View is this helpful overview. View - Setup Instructions - This guide will walk you through the installation of the LeanData View to display matched leads within accounts, matched accounts within leads, and duplicate leads and contacts. View - LeanData View Settings Guide - This guide describes the tools and options for configuring the LeanData View Product. Matching - Tagging Overview & Guide - In this guide, you will learn how to set up additional Tagging Fields, utilize Tie-Breakers, manage settings for Domain Matching, along with how to run a One-Time Tagging job. Matching - Mapped Account Fields Guide - This guide will give you an overview of the Mapped Account Field Settings used in Tagging. Matching - One Time Tagging Guide - This guide will help you set up and work with One Time Tagging in LeanData. Matching - List Analyzer Overview - This guide will guide you in the use of the List Analyzer tool. Matching - Match Settings Guide - This guide presents an overview on configuring the Match Settings for Domain Matching, Manual Updates, and Routing Match Limits. Matching - Account Scoring Guide - This guide will give you an overview of the Account Scoring functionality in LeanData. Matching - Troubleshooting Guide - This guides provides an overview of troubleshooting Matching. FAQs How is LeanData Tagging TriggeredTagging Mapped Fields Not Updating Troubleshooting GuideMatching - The LeanData Matching Algorithm VideoI'm Not Seeing LeanData View in Lead, Contact, or Account RecordsCan I use fuzzy comparisons in my Tiebreakers?