Below are common issues and their solutions. For anything not listed, contact us at success@leadangel.com.
After installing the LeadAngel app, leads will not match until the app is activated.
Go to the LeadAngel Home tab in Salesforce and click Activate LeadAngel App. This allows LeadAngel to sync data and update lead records after matching.
See the SFDC App Setup page for full instructions.
Check the following:
Check each of these steps:
If no rule applies or the assigned user is inactive, the lead remains unassigned and will be reassessed regularly.
This happens if Chatter and Publisher Actions are not enabled in Salesforce.
To fix:
This error is often caused by Salesforce login conflicts.
Try one of the following:
This usually occurs in sandbox orgs or where email isn’t configured properly.
Check:
Refer to the Setup Guide section in this documentation for the full uninstallation process.
This is usually a screen resolution issue.
Solution 1:
Click the Restore Down button (top right of the screen). The button should become visible.
Solution 2:
Temporarily scale up your display to 125% or 150%.