If a Lead is eligible to match more than one Account, which Account wins?
If a Lead is eligible to match more than one Account, the Lead will match to the Account with the earliest Created Date (ie the first Account created).
Example:
- Account #1
- Created Date: 1/1/2020
- Email Domain: @example.com
- Geography Match is OFF
- Account #2
- Created Date: 2/25/2020
- Email Domain: @example.com
- Geography Match is OFF
When a new Lead is created with @example.com, it will match to Account #1 since Account #1's Created Date is before Account #2's Created Date.
Last Updated: March 8, 2021 at 10:49 AM ET