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From All n One's bxp software Wixi
→Option 7 - Auto classification (Portfolio)
This is again an autoclassification. In Option 2, you've chosen a form with all your contacts. In that form you have a field (a Staff List type: Staff, Staff Active, Staff Cost Centre), which says, this user owns / is responsible for this account.
If you have chosen a work distribution type of Portfolio in Option 3, then bxp needs to know WHO is portfolio owner of the record. Choose the field from the form chosen in Option 2 and bxp will be able to match incoming mails to the proper owners.
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