Contact and Lead Matching

[rdblake21]

Update: https://sfdo-community-sprints.github.io/summit-events-app-documentation/docs/advanced-features/contact-and-lead-matching/ and subpages

Review: Previous documentation has been moved and need review/updating
Intent:

• Review and clean up the current state of documentation.
• Fix broken links/images.
• Break up Contact Matching from Lead Matching into separate sub sections to reduce the amount of page scrolling
• Articulate and capture how Contact and Lead Matching work together.
• With Lead Matching, show what happens when the lead converts to a contact.

Contact/Lead Matching rough video - https://cloud4good.zoom.us/rec/share/t8_7Im09zdUmuYXvfDAGhqMN2LQ3JFiU0IB4QGZ9MAvNU5kGjiciu5xVTJGcPeMS.1cZdis7H-jdfUcIE
Passcode: +N2L9swk

[dwhitig]

@rdblake21 how does the custom matching rules (issue #60) tie in with this? Is it different?

[dwhitig]

@walt0019 I have split Contact matching and Lead matching into two subpages under the primary Contact and Lead Matching page. I ran the transcript from the video Ryan did (see the issue description) through ChatGPT and used that as the starting point of the documentation. If you could review the TWO subpages for accuracy, that would be great.
Thanks! Donna