Prospects can be automatically added to an account in bulk based on their domain - the email domain of the prospect with the domain of an account. The following questions will help you in achieving different use cases -
Q. If I add a new account manually, will my existing prospects be added to it automatically?
A. Suppose a prospect with the same domain already exists. While creating a new account, if Automap prospects with the same domain as this account option is selected, Upscale will add the existing prospects with the same domain.
Q. If I import a new account, will my existing prospects be added?
A. Suppose prospects with the same domain already exist. While importing accounts, if Automap prospects with existing accounts based on prospects domain option are selected, then Upscale will add the existing prospects with the same domain.
Q. If I add a new prospect manually, will my existing account be added to it automatically?
A. No. When adding a prospect, you can manually select the account from the list of accounts.
Q. If I import a new prospect, will my existing accounts be added?
A. Suppose an account with the domain already exists. While importing prospects, if Automap prospects with existing accounts based on the prospects domain option are selected, then Upscale will add the existing accounts with the same domain to the new prospect.
