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Align.ly Contact Role: Automatically Associate Contact Roles on Opportunities

Align.ly Contact Role automatically associates contacts to opportunities.

Overview

Align.ly Contact Role enables you to automatically associate Contacts to Opportunities via the Contact Role. Create auto-association rules based on Tasks, Events, and Campaigns already logged to Contacts.

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  • * Fully Configurable Dynamic Rules: Admins have full control of Task/Event/Campaign Member, Contact, and Opportunity criteria.

  • * Task, Event and Campaign Support: Use logged Task, Event, and Campaign Member records to auto-associate Contact Roles.

  • * Scheduled Updates: Schedule Align.ly Contact Role to run in the background at a preferred recurring start time each day.

  • * Robust Reporting: Pre-built dashboard to view the number of associations by date, rule, etc.

  • * Full Transparency: View a list of auto-associations, date/time, and the rule that associated them.

  • * Association Removals & Overrides: Easily remove an auto-associated Contact Role and prevent it from associating again.

Align.ly Contact Role is a simple, yet powerful native Salesforce application that automatically associates Contacts to Opportunities via the Contact Role. Is asking the sales team to update Contact Roles on Opportunities not the best use of their time? Want to make sure the full buying team is on every Opportunity? Align.ly Contact Role is the answer. Align.ly Contact Role gives you full control by allowing you to define granular contact role association rules. The average implementation of Align.ly Contact Role sees better than a 100% increase in their Contact Role coverage on their Opportunities.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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