A good habit is to create a new contact record and Match Profile for every buyer. To do this, follow these steps:
- Open a contact to add a Match Profile to
- Click the Match tab
- Click + Add Match Profile
- Add a type from the dropdown
- Change the profile name if required
- Click Save
- Enter the match requirements for your buyer
- Click Save
Please Note: You can enter more than one Match Profile per contact. Just click the plus button to add more.