• Creating New Lead Router

    To create a Lead Router 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 Router and then click + New Lead Router. The Add New lead Router dialog will…

  • Creating New Auto Conversion

    You can create a new auto conversion to define how the leads will be converted. 1. Log in to LeadAngel. The LeadAngel Home page will be displayed. 2. Click Administration. The Administration page will be displayed. 3. Right-click Auto Conversion and click + New Auto Conversion. The Add New Auto…

  • Bulk Deleting in SR and Account Mapping

    When a sales rep leaves the organization or is inactive for some reason, you can delete all the leads of that sales rep. To bulk delete leads, follow the steps below: 1. Navigate to Sales Team > SR and Account Mapping. All the SR and Account Mappings will be displayed….

  • Bulk Transferring Leads in SR and Account Mapping

    You can transfer all the leads of one sales rep to another in one single operation.  To bulk transfer leads, follow the steps below: 1. Navigate to Sales Team > SR and Account Mapping. All the SR and Account Mappings will be displayed. 2. Click Bulk Transfer. The Bulk Transfer…

  • 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 an Object

    In this section, the steps to edit an object are explained. The example here shows you how to edit an account list. You can follow the same procedure to edit objects like CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers. 1. Click CRM Account Filter. 2….

  • 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 Object

    In this section, the steps to delete an object are explained. The example here shows you how to delete an account list. You can follow the same procedure to delete objects like CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers. 1. Click Account List. 2. Right-click…