• Leads Routed

     Displays the history of total leads routed in the past 1 year. The bar graph represents monthly records of available lead counts. Time period can be filtered into weekly, monthly, half-yearly and yearly metrics. Available lead owner, time period, individual or routing territory filters can be used to track the…

  • Top Lead Owner Assignments

     Shows the top 5 lead owners in the past 1 year.  Filters are available to change the time period for the view.  View Detail Report shows the individual lead routing details, which can further be filtered by lead owner, time period, individual lead attributes or routing territory.

  • CRM Account Match

    Fuzzy match company name of an incoming request against the CRM account list. Sign Up / Sign In Sign-up or Sign-in at LeadAngel Developer Portal to access your API, Organization Admin User, Product subscription/keys and view reports.     Product Subscription and Activation Organization Admin user can subscribe to one or more products…

  • US Business Data

    Fuzzy match a company name against 22M US Business Data records, and get the basic firmographic information. See the developer portal for the request and response details. Sign Up / Sign In Sign-up or Sign-in at LeadAngel Developer Portal to access your API, Organization Admin User, Product subscription/keys and view reports.    …

  • Frequently Asked Questions

    What is the Lead Assignment Order Leads are assigned in following order. If “Assigned to account owner” is active under the preference section, then leads are first assigned to account owner Next, leads are assigned in order of assignment block appearance in the Lead Router. Once the lead is qualified…

  • System Data Dictionary

    System Data Dictionary is a set of predefined standard rules to track every available lead on the current database. Standard rules are structured in read-only format and can only be viewed. Multiple approved rules can be used in Lead Routing Territory. System Data Dictionary contains some pre-defined data dictionaries on…

  • MA Lead Filters

    MA Lead Filter is used to qualify the MA leads with the help of Account Based Marketing Segmentation. Approved multiple MA Lead Filter can be used in Marketing Lead Segment. Possible variations are matched when “Smart MA Lead Attributes” are used in the canvas.  Note: This feature is used to…