Select "Install for All Users" then select "Install".

In Salesforce, click the "App Launcher", search "Align.ly", and then select "Align.ly Contact Role" under "Apps".

Watch from 1:48 in the video above.

In the "Align.ly Contact Role" app, select the "Manage Align.ly Contact Role" tab and then the "Run" sub tab.

Clicking "Run Align.ly Contact Role" will cause your Contact Role Association Rules to execute.

In the "Align.ly Contact Role" app, select the "Manage Align.ly Contact Role" tab and then the "Schedule" sub tab.

Click "Add Scheduled Job" and select a time. Align.ly Contact Role will execute the Contact Role Association Rules at this time every day going forward.

You can add multiple scheduled jobs so that Align.ly Contact Role runs several times throughout the day.

In the "Align.ly Contact Role" app, select the "Contact Role Association Rules" tab.

Click "New" to add a Contact Role Association Rule.

Go go the Contact Role Association Rules documentation for more detailed instructions and best practices.