Leadangel Docs – A Smart Lead Distribution Software for Lead Assignment Rules

Getting Started

Explore the secure use of LeadAngel and how to configure it to meet your business goals.
Setup Guide

LeadAngel provide the setup steps to complete before installing the software.
Routing Concepts

Nuts and bolts of a router, and how to best configure the routing platform
Sales Team

Define “Round Robin” or “Weighted Assignment” Sales Team, manage the one on one Sales Rep - ISR mapping or manage historical affinity.
Data Dictionary

Create complex filters based on Leads, Contacts, Accounts and Opportunity etc.
Routing Territory

Combine the Data Dictionary filters, design new workflows and route the leads.
Marketing Lead Segment

Frame your workflows with Account based Marketing.
Routers

Router brings together the Sales Team, Routing Territories with the help of Assignment block to route leads, contacts and accounts.
Analytics

Take a quick glance at key business insights and track workflows with LeadAngel Reporting.
Administration

Manage users, matching algorithm, tie breakers and various data maintenance rules.
API

FuzzyMatch records against 22M US Business or against CRM database
FAQ and Troubleshooting

Most frequently asked questions and quick troubleshooting help.