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Explore the secure use of LeadAngel and how to configure it to meet your business goals.
LeadAngel provide the setup steps to complete before installing the software.
Nuts and bolts of a router, and how to best configure the routing platform
Define “Round Robin” or “Weighted Assignment” Sales Team, manage the one on one Sales Rep - ISR mapping or manage historical affinity.
Create complex filters based on Leads, Contacts, Accounts and Opportunity etc.
Combine the Data Dictionary filters, design new workflows and route the leads.
Marketing Lead Segment
Frame your workflows with Account based Marketing.
Router brings together the Sales Team, Routing Territories with the help of Assignment block to route leads, contacts and accounts.
Take a quick glance at key business insights and track workflows with LeadAngel Reporting.
Manage users, matching algorithm, tie breakers and various data maintenance rules.
FuzzyMatch records against 22M US Business or against CRM database
FAQ and Troubleshooting
Most frequently asked questions and quick troubleshooting help.