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docs: clarify CRM auto-match and auto-creation behavior#242

Merged
aviaviavi merged 3 commits intomasterfrom
clavi/crm-auto-match-auto-creation-docs
Feb 21, 2026
Merged

docs: clarify CRM auto-match and auto-creation behavior#242
aviaviavi merged 3 commits intomasterfrom
clavi/crm-auto-match-auto-creation-docs

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Summary

  • clarify that the common setup is org-wide Auto-match
  • clarify matching behavior (company/account name + domain + domain aliases)
  • clarify that with org-wide auto-creation off, matched companies can still sync while creation can be filter-scoped
  • add cautionary guidance for org-wide auto-creation
  • clarify nightly sync timing language

Notes

This PR was generated with AI assistance from openai-codex/gpt-5.3-codex

@aviaviavi aviaviavi merged commit 9db6703 into master Feb 21, 2026
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@aviaviavi aviaviavi deleted the clavi/crm-auto-match-auto-creation-docs branch February 21, 2026 18:27
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2 participants