Align.ly Lead-to-Account 1.2
What's New?
- Added Lead and Contact Owner "Realign" feature
- Admins now have the ability to run an On-Demand or Scheduled Lead and/or Contact Owner "Realign" job.
- Options include Matched Lead Owner Realign, Unmatched Lead Owner Realign, and/or Contact Owner Realign
- Added two new out-of-the-box Reports
- Accounts with Matched Leads
- Accounts with or without Matched Leads
- Added two new Report Types
- Accounts with Matched Leads
- Accounts with or without Matched Leads
Other Minor Updates
- If a Lead is eligible to match multiple Accounts, the Lead will match to the Account with the earliest Created Date.
Bug Fixes
- No bugs were fixed in the shipping of this release.