When a lead matches with several accounts and has a similar match score, these rules are utilized to determine the priority of the available multiple accounts. If necessary, priority rules can be modified using the workflow's active/ inactive option. Rules are applied in the order shown below.
- Account with most contacts (Default: Enabled)
- Account with most Leads (Default: Enabled)
- Account with most Opportunities (Default: Enabled)
- Oldest Account (Default: Enabled)
- Account with least contacts (Default: Disabled)
- Account with least leads (Default: Disabled)
- Account with least Opportunities (Default: Disabled)
- Newest Account (Default: Disabled)
CUSTOM TIE BREAKER
For setting up any custom tiebreaker you have to click on the add custom tiebreaker icon and a new field will be created. From the dropdown, you have to select from the various options available and the LeadAngel’s algorithm will deliver the desired results.