In this release:
- Import: You now have the option to import new contacts into an existing account when those contacts match on Account Name. This functionality can also be used to correlate any imported child object to a parent object based on match conditions.
- Import, Convert, Match: You can now copy and reorder match steps as you build your match conditions.
- Assess: The Assess module has an improved workflow with a new landing page. This landing page displays your existing Assess scenarios, making it easier to modify how the scenario is configured and/or scheduled. The landing page also displays a snapshot of key metrics from your most recent assessment.
- Known issues addressed.