Why won't a lead match to an account?

There are several reasons why a  Lead won't match an Account. Here is a list of the most common reasons:

1.) No Contacts on the Account

If there are no Contacts on the Account, Align.ly will not be able to automatically update the Email Domain(s) field on the Account. With no email domains in the Email Domain(s) field, Align.ly is unable to match a Lead to the Account.

2.) All Contacts on the Account have email domains that are in the Email Domain Exclusion List

If you have Contacts on the Account, but their email domains (ie @walmart.com) are in the Email Domain Exclusion List then Align.ly will ignore the email domains and not update the Email Domain(s) field on Account. With no email domains in the Email Domain(s) field, Align.ly is unable to match a Lead to the Account.

3.) Account is locked and "Email Domain(s)" field is blank

On Account there is a checkbox field called Lock Account. If Lock Account is checked, the Email Domain(s) field gets locked with the current values in the field. If the field is blank, Leads will not match to the Account even if the Account has Contacts with valid email domains. Uncheck Lock Account and click the "Update Align.ly Data" button to resolve.

4.) Account has Geography Match option selected and all leads do not qualify to match

On Account there is a picklist field called Geography Match. If one of the options is selected, Align.ly requires the geography fields (configured in Align.ly Lead-to-Account Settings) to match before a Lead will match to an Account.

5.) All leads are locked

On Lead there is a field called Lock Lead. If Lock Lead is checked, the Lead is not eligible to match an Account.
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