FAQs

Align.ly Lead-to-Account

  • If a Lead is eligible to match more than one Account, which Account wins?

  • What is the purpose of the Email Domain Exclusion List?

  • Can I remove an email domain from the Email Domain Exclusion List?

  • Can I add an email domain to the Email Domain Exclusion List?

  • Is there a limit on number of domains in Email Domain(s) field?

  • How are Leads matched to Accounts?

  • Can I simply match Leads and not convert Leads to Contacts?

  • What is the difference between On-Demand and Scheduled?

  • Can I manually update Matched Account on Lead?

  • If Matched Account on Lead is manually updated, will it get overwritten?

  • Is there a setting to convert Leads in real-time?

  • Do Lead Assignment Rules run before or after Lead Owner is updated?

  • Does Align.ly match Leads to Accounts based on fuzzy matching on company name?