Hi Lorry,
The form matching is based on email alone. However, you can see all of the information they placed in the form. You can also mark the fields to override what is in CRM. Just not for company/parent account because it is a lookup field.
Hi Lorry,
The form matching is based on email alone. However, you can see all of the information they placed in the form. You can also mark the fields to override what is in CRM. Just not for company/parent account because it is a lookup field.