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FAQs

  • 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?

Categories

  • Getting Started
  • Advanced Configuration
  • FAQs
  • Use Cases
  • Troubleshooting
  • Release Notes
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