• Creating Contact Router

    The Contact Router section allows you to create and manage contact routers. Any contact that has to be routed, will be routed based on a Salesforce field. For a contact to be routed, you have to create a build in Salesforce and set the value of that particular field to…

  • Create Task for the new owner

    This option is used to create a new task in salesforce. Before selecting a pre-defined task, create a task using the “Task List” option Creating a New Task List You can create as many task lists as you want. To create a new task list, follow the steps given below:…

  • Trigger process builder (to send email and more)

    This option is used to trigger a Salesforce process upon completion of contact routing. The salesforce process builder is used to send an email, create a task, or automate further salesforce processes. The system will route and update the salesforce with API name and trigger the process builder using the…

  • Assign to Sales Rep/Owner’s Mapped ISR Instead

    With this option, leads are assigned to Sales Rep’s mapped ISR if the mapping is available under Sales Team > Sales Rep to ISR mapping. If the ISR is inactive, then the leads will be sent to the Sales Rep instead.  Select the ISR mapping to whom you want to…

  • Prefer historical sales person to account affinity while assigning

    In this option, leads are assigned based on account to salesperson affinity history. Every time a lead is routed, LeadAngel creates a mapping between the Company Name (Net New or CRM Accounts) and Sales Rep. With this option turned ON, leads in the current assignment block prefer the historical assignment…

  • Contact Routing Territory

    The Contact Routing Territory section allows you to create the actual sub-segment of an account that you want to route, by combining different data dictionaries. For more information, refer to the following section: Creating Contact Routing Territory

  • Creating Contact Routing Territory

    To create a contact routing territory, follow the steps below: 1. Log in to LeadAngel. The LeadAngel Home page will be displayed. 2. Click Contact Router. The Contact Router page will be displayed. 3. Right-click Contact Routing Territory and then click + New Contact Routing Territory. The Add New Contact…

  • Contact Router Overview

    The Contact Routing module allows you to manage sales teams, data dictionaries, contact routing territories, and finally contact routers. A Contact Router assigns contacts as per the definition. The Contact Router module is a flow builder that is made up of multiple assignment blocks. There is no limit on the…

  • Creating CRM Contact Filter

    To create a new CRM contact filter, follow the steps below: 1. Log in to LeadAngel. The LeadAngel Home page will be displayed. 2. Click Contact Router. The Contact Router page will be displayed. 3. Right-click CRM Contact Filter and then click + New CRM Contact Filter. The Add New…