Guides

In-depth guides for the parts of Auto Associations Pro that aren’t obvious from the setup walkthrough:

• Association Rules explains how rules are matched and evaluated, including the order of precedence when multiple rules could apply to the same record.
• Filters covers how to scope a rule to a subset of records — for example, “only associate contacts whose lifecycle stage is ‘lead’”.
• Special Rules documents the edge cases: multi-record matches, ambiguous associations, conditional behaviour, and how to keep rules from fighting each other.

Read these once you have a basic rule running and start needing more control.