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  • Override Organization = When disabled, the Prospect will not be added to the new Organization if they are already in an Organization. When enabled, the Prospecdt could be removed from their existing Organization and added into the new Organization. 
  • Match Organization using Prospect Company = When enabled, the system will try to find a matching Organization with the same name as the value in the Prospect's Company field. If a match is found, then the Prospect will be added to the matching Organization. based on the Prospect's email domain and company or email domain or company based on your preference. The following choices are available:

    • Match Org using Prospect's email domain then company name
    • Match Org using Prospect's company name then email domain
    • Match Org using Prospect's email domain
    • Match Org using Prospect's company name
  • Update Prospect Company = Enabling this setting will update the Prospect's Company field with the Organization name. 

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