Leads are assigned in the following order:
- If “Assigned to account owner” is active under the preference section, then leads are first assigned to the account owner.
- Next, leads are assigned in order of assignment block appearance in the Lead Router. Once the lead is qualified for a block, it exits the routing flow after taking the desired action.
- If the sales rep is inactive, the lead will move to the next assignment rule only if the option to continue routing to the next block is enabled in the preferences section.
- For paid users, leads are matched to accounts multiple times a day, typically every 20 minutes.
- For free app users, leads are matched once every week. The system decides the specific day to optimize performance.
- Unmatched leads are re-checked during each run to match against newly created or modified accounts.
- If a lead is already matched, it won’t be re-matched unless the user manually clears the
LeadAngel Matched Account Name field on the lead record.
- If a lead is not matched, LeadAngel will attempt to match it against existing accounts.
If a lead qualifies for more than one condition:
- Lead is merged during routing if defined under
Administration → Preference.
- Lead is merged with a contact if defined under
Administration → Auto Conversion. The contact owner continues to own the merged record.
- Lead is converted to a contact if a matching account is found, but no matching lead is found. The account owner will own the new contact.
- Lead is converted to a contact and a new account is created when no matching contact or account is found.
- If the lead is owned by a user, the user will own both the new account and contact.
- If the lead is owned by a queue, the Salesforce user who activated the app will own the new records.
- The flow is executed every 15–20 minutes.
- For specific requirements, contact your account executive or LeadAngel support at success@leadangel.com.
Yes. The lead is assigned to the Queue owner, regardless of their availability.
Exception: In web-to-lead forms, if the user provides their available date and time, the lead will not go to the busy queue owner.
Yes. If the lead can’t be assigned to the queue owner, it goes to the default router owner, regardless of whether they’re busy or free.
¶ What if we select “assign to currently available sales rep” and then “available as per Salesforce profile”
- The lead will not be assigned to a rep marked as inactive in LeadAngel.
- The router will assign the lead to another active team member.
You can notify a BDR (or manager, etc.) via Salesforce automation:
Create a new lookup field in the Salesforce Lead object (related to User) to store the BDR’s User ID.
- Create an email alert in Salesforce using your preferred template.
- Set Recipient Type to
Related User and select the custom field created in step 1.
- Object: Lead
- Trigger: No criteria — just execute actions!
- Immediate Action: Send the email alert created in Step 2
- Activate the process and note the Process Name
- Go to Sales Rep to ISR Mapping
- Select the Sales Rep and corresponding BDR (ISR)
- Approve and close the mapping
- Under Data Value Update:
- Choose the custom field from Step 1
- Set operation to:
Set to Owner Mapped ISR's ID
- Use the mapping created in Step 4
- Check Trigger Process Builder and enter the Process Name from Step 3