• Account Routing Territory

    The Account 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 Account Routing Territory

  • Creating Account Routing Territory

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

  • Capping Condition/Levelling Condition

    The Capping condition caps the leads that you assign to a particular assignment block. It basically limits the number of leads that can be assigned to any sales team. For example, if you want to cap 100 leads for a sales team, no one would have more than 100 leads…

  • 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 lead 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…

  • Auto Convert leads into contact and/or accounts

    In this option, the leads are auto-converted into contacts and/or accounts as specified in the Administration > Auto Conversion. Please contact LeadAngel support to make any changes to your auto conversion options. Select the auto conversion using which you want to convert the leads from the Select Auto Conversion dropdown…

  • 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…