Linking and Unlinking Leads to Sales

Linking leads to sales is how AgencyIQ tracks which internet leads converted into paying customers. Every linked pair flows into your conversion rate, ROI, and CPA calculations. There are three ways to create links: automatic matching, manual matching, and AI-suggested matching.

Automatic Matching

When you upload sales data or internet leads, the system automatically tries to match them based on names, dates, and other fields. This catches the obvious matches where the client name on the lead closely resembles the policy name on the sale.

Manual Matching from the Sales Log

1. Go to the Sales Log — navigate to Sales → Sales tab to see your sales table.
2. Find the unmatched sale — look for a sale that came from an internet lead but isn't linked yet.
3. Click the link icon — the link icon appears on each row. Clicking it opens the match modal.
4. Search for the lead — search by lead name, provider, or date to find the matching internet lead.
5. Select and confirm — click the correct lead to create the link. The match is saved immediately.

Manual Matching from the Leads Log

1. Go to the Leads Log — navigate to Leads → Log tab to see all your internet leads.
2. Find the unmatched lead — filter to unmatched leads if needed.
3. Click the link icon — opens the match modal from the lead side.
4. Search for the sale — find the matching sale by client name, writer, or date.
5. Select and confirm — the link is created and appears in the Conversions and ROI tabs.

AI-Suggested Matches

After new data is uploaded, the AI scans for matches the automated algorithm might have missed — like household members (a spouse's name on the lead, a partner's name on the policy), nicknames (Bob vs. Robert), or slight spelling variations. These suggestions appear as cards in the AI chat.

Each suggestion shows the sale name, lead name, confidence level, provider, premium, lead cost, and the specific reasons the AI thinks they're a match. Approve to create the link, or dismiss to skip it.

Match Confidence Levels

• High (green) — strong signals like family name match plus same zip code. Very likely a real match.
• Medium (amber) — some signals align, like partial name overlap with close dates. Worth reviewing carefully.
• Low (gray) — weak signals. Only a couple of loose connections. Check the details before approving.

Unlinking a Match

If a match was created in error, you can unlink it. Go to Leads → Conversions or ROI tab, find the linked pair in the attribution table, and click the Unlink button. The lead and sale return to their unmatched state.

Match Memory

The system remembers every pair you've reviewed — both approved and dismissed. AI suggestions will never re-suggest a pair you've already dismissed, so your review effort is never wasted. Approved matches are stored permanently.

Tip. Review AI match suggestions right after uploading new data, while the details are fresh. Household name matches — like a lead for "Richard Canto" linking to a sale for "Michael Canto" — are the most commonly missed by automated matching, and often the highest-value matches to capture.

Last updated: 2026-04-22