Page Comparison

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• Override Organization – places the Prospect into the new Organization, even if they are a member if a different Organization. 
• Match Organization using Prospect Info – uses  system will try to find a matching Organization with the same domain as the value in the Prospect's Email or the same name as the value in the Prospect's Company field to match to an existing Organization of the same name.. If a match is found, then the Prospect will be added to the matching Organization. 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
• Organization – select a specific Organization to place Prospects in.
• Update Prospect Company – updates the Prospect's Company field to match the name of the Organization

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