• Creating Lead Routing Territory

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

  • Editing CRM Lead Filter

    To edit the CRM lead filter follow the steps below: 1. Click CRM Lead Filter. 2. Right-click on the new CRM lead filter created and then click Edit. The page to edit the CRM lead filter will be opened in draft mode. 3. Edit the values of the required fields….

  • Creating CRM Lead Filter

    To create a CRM Lead Filter follow the steps below: 1. Log in to LeadAngel. The LeadAngel Home page will be displayed. 2. Click Lead Management. The Lead Management page will be displayed. 3. Click Data Dictionary, right-click CRM Lead Filter, and then click +New CRM Lead Filter. The Add…

  • Editing CRM Account Filter

    You can edit Account Lists, CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers. The steps to edit an account list are explained in this article. You can follow the same procedure to edit CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers. 1….

  • Creating CRM Account Filter

    To create a CRM account filter follow the steps below: 1. Log in to LeadAngel. The LeadAngel Home page will be displayed. 2. Click Lead Management. The Lead Management page will be displayed. 3. Click Data Dictionary, right-click CRM Account Filter, and then click +New CRM Account Filter. The Add…

  • Deleting an Account List

    You can delete Account Lists, CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers. The steps to delete an account list are explained in this article. You can follow the same procedure to delete CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers. 1….

  • Moving the Account List

    You can move Account Lists, CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers from one folder to another. The steps to move an account list are explained in this article. You can follow the same procedure to move CRM Account Filters, CRM Lead Filters, Lead Routing…

  • Cloning an Account List

    You can clone Account Lists, CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers. The steps to clone an account list are explained in this article. You can follow the same procedure to clone CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers. 1….

  • Renaming an Account List

    You can rename Account Lists, CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers. The steps to rename an account list are explained in this article. You can follow the same procedure to rename CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers. 1….

  • Approving an Account List

    You can approve Account Lists, CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers. The steps to approve an account list are explained in this article. You can follow the same procedure to approve CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers. 1….