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Lead to Lead Matching: Default Sweep Logic

Groups Leads that come from the same company. It's deliberately broad: one loose company-name check, and nothing else — much wider than the 9-field Lead to Lead Deduplication rule.

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Field

Matching method

1

Company

Fuzzy: Company Name

Filter logic: Single criterion — no boolean filter.

Two Leads match when their Company names are equivalent under fuzzy Company Name matching. Because the goal is grouping Leads from the same organization — not identifying the same person — one intentionally broad criterion is all it takes.

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