Getting Started

Align.ly Lead-to-Account

  • 2. Configuring Tabs, Related Lists, and Page Layouts

  • 3. Updating Email Domains on Accounts

  • 4. Turning on/off "Only Match Confirmed Email Domain(s)"

  • 5. Matching Existing Leads to Accounts

  • 6. Configuring Real-Time Lead-to-Account Matching

  • 7. Setting Up Lead Routing

  • 8. Integrating Lead Assignment Rules

  • 9. Turning On Auto-Conversion of Leads to Contacts and Accounts

  • 10. Configuring Matched Lead, Unmatched Lead, and Contact Owner Realign

  • 11. Scheduling Align.ly Lead-to-Account