• Incorrect LeadAngel Matched Account

    On the lead layout, a checkbox “Incorrect LeadAngel Matched Account” can be added. Purpose of checking this box is to let LeadAngel know suggested match is not accurate. When this box is checked, LeadAngel would create an entry into “Never Match” list for suggested account and company mapping. If you…

  • Activation Step 2: Manual Configuration

    These actions need to be done only once during the setup process. Assign the admin user(s) to “LeadAngel User” permission set Typically, the system administrators and anyone expected to be used as Sync User needs to be added to “LeadAngel User” permission sets. Follow the steps below: Go to Setup…

  • SFDC Objects and Field Sync Details

    Upon successful activation, LeadAngel syncs following Salesforce Objects and Fields Salesforce Objects Leads Contacts Accounts Opportunity Users Campaigns Fields All the fields from above objects where the activation user has “read” or “write” access. If you wish to restrict fields for LeadAngel, it is recommended that you create a new…

  • Users and Access

    This option provides multi user functionality. Admin has the complete control to add, edit, reset or delete any user, if required. Standard users can edit access to limited data. Read Only User can only view and track the database. Inactive status changes to active status when a new user accesses…

  • Matching Rules

    When it comes to matching incoming marketing leads against CRM accounts a simple string match may be sufficient for some people, but is that enough?What if you were told a thorough operation has to include taking out common legal company suffixes, handling special characters, and being able to identify acronyms…

  • Tie Breaker Rules

    These rules are used to set the priority of the available multiple accounts when a lead matches with multiple accounts and similar match score. Priority rules can be changed, or use the enable / disable option in the workflow, if required. Rule are applied in following order. Account with most…

  • Refresh Labels from CRM

    When a Salesforce field is renamed, the old field label continues to show in LeadAngel. To sync new Label Name, a manual refresh is required. Refresh Labels are used to update the data of synced objects. New updates will be shown after 20-30 minutes (approx.) using the available option. It…

  • Copy Account Data to Lead

    Copy Account Data to Lead is used to copy any fiel’s data if a lead matches an account. Multiple blocks can be used to copy the field’s data multiple times in the canvas.  However, it is important to note that “Update Only Blank Fields” will copy the data after ensuring…

  • Auto Conversion Setting

    Auto Conversion is used to convert the leads into accounts and contacts at the time of lead routing, if used. Available preferences can be filtered as per the business requirements. Auto Conversion Details contains four elements: Auto merge existing leads to matching contact Auto Convert leads into contact if matching…

  • Routing Preferences

    Administrator can set the organization wide preferences for lead routing and data management on the preference tab. 1.Duplicate Lead Management Select this option to merge duplicate leads found during routing. you must select an option to keep either the old or new record as master lead record. Header details of…