How to specify matching criteria for Video Call attendees

To match an attendee on a video call to a record in Salesforce, Admins can choose to match by Only Email or by Name and Email.

1. Go to the Vinton by Nativevideo Admin panel.

2. Ensure you are viewing Nativevideo Configurations - Vinton - Video Calls.

3. Locate the dropdown labelled "Which fields should be used to match attendees to existing Contacts / Leads / Users records?"

4. Choose between "Only Email" or "Name and Email" based on your preference for matching criteria.

5. Click Update to save your changes.

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