By default, Smart Connect is not turned on for new contact lists. You can change your new contact list defaults to have Smart Connect Rules enabled. For more information, see Set New Contact List Defaults for New Contacts Added through Synchronization or Import.
For more information on configuring Smart Connect rules, see Configuring Smart Connect Rules.
Out-of-the-Box Smart Connect Rules
| Folder | Type of Connection | Rule | Auto-Connect |
|---|---|---|---|
| Firm List | Contact match | Recommended | No |
| Alumni | Contact match | Automatically Connect | N/A |
| Client | Contact's associated company match | Recommended | No |
| Our Personnel | Contact match | Automatically Connect | N/A |
| Top Client | Contact's associated company match | Recommended | Connect after 60 days |