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.
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