| December 2022 |
Update |
New Round Robin Team Logic: New Round Robin assignment logic has been incorporated in the Sales Team for the assignment of leads to sales reps. The roster sequence has been included. |
| December 2022 |
Update |
Flag Duplicates instead of merging or converting: Flags duplicate leads and contacts. |
| November 2022 |
New Feature |
Random Split: Random split is introduced in the Router flowchart to distribute leads as per your requirement in unequal proportion to the flow. |
| November 2022 |
New Feature |
Zoom Integration: Zoom Integration is introduced to integrate Zoom with LeadAngel for scheduling video conferencing. |
| November 2022 |
New Feature |
Holiday Calendar: The holiday calendar helps you to assign the lead to your team in a manner that the holidays will be taken into account to meet the service level agreements. |
| November 2022 |
New Feature |
Sync to CRM: Sync to CRM in the Router flowchart pushes all the updated records from LeadAngel to Salesforce. |
| October 2022 |
New Feature |
Account Field Level Boost: You can prioritize your account by boosting the matching with this functionality. |
| October 2022 |
New Feature |
Action Block: Action block in the Router flowchart comes with webhook call and wait functionality. |
| October 2022 |
New Feature |
Webhook Integration: Webhooks are a way to receive information when needed, rather than continually ask for that data. |
| October 2022 |
New Feature |
Wait Condition: Wait condition lets the routing process wait as per your desired wait time and/or condition. |
| September 2022 |
New Feature |
Skip Weekends for Escalation Calculation: To escalate leads during reassignment you can skip weekends and holidays in a lead router. |
| September 2022 |
New Feature |
Must Match Field in Matching rules: With LeadAngel, you can configure which all fields must match between Lead and Account for a lead to successfully match against an account. |
| August 2022 |
New Feature |
Email Notification: Email notifications are used to notify the lead owner, account executive, or any other sales team member of the new lead assignment. |
| June 2022 |
New Feature |
Calendar Integration and Scheduling: Calendar Integration and Scheduling enables you to connect Google or Microsoft calendar to sync and share your calendar data with an external audience. |
| June 2022 |
New Feature |
Web to Lead: Web to Lead provides you with Real-time matching and routing experience in LeadAngel. |
| June 2022 |
Update |
Account List Matching: CRM match mapping is applied to match the 'account list' against lead companies. |
| May 2022 |
Update |
Multiple selections for data value update: While routing you can add multiple fields in the data value section of the assignment block. |
| April 2022 |
New Feature |
Assign to Account Owners Manager: New option is added in the Assignment block action. |
| April 2022 |
New Feature |
Assign to Parent Account Owner: New option is added in the Assignment block action. |
| April 2022 |
New Feature |
Assign Based on Account ID Lookup Field in Lead Record: New option is added in the Assignment block action. |
| March 2022 |
New Feature |
Custom Tie Breakers: For setting up any custom rule you have to raise a request to the LeadAngel's team so that the custom rules can be defined. |
| March 2022 |
Update |
Change in menu icon colors: The color of the menu icon color has been changed to make it more identifiable. |
| March 2022 |
Update |
Capping and Leveling: The Capping condition caps/levels the leads that you assign to a particular assignment block. |
| March 2022 |
New Feature |
Account Router: The Account Routing module allows you to manage sales teams, data dictionaries, account routing territories, and finally account routers. |
| March 2022 |
New Feature |
Opportunity Router: The Opportunity Routing module allows you to manage sales teams, data dictionaries, opportunity routers, etc. |
| March 2022 |
New Feature |
“Used by”: ‘Used by’ feature lists the objects that are being used by other objects. |
| March 2022 |
Update |
Node Security: Node security is updated so that unauthorized access is prohibited. |
| March 2022 |
Update |
Change in API Authentication: Use of only tokens rather than client ids and email addresses for security enhancement. |
| January 2022 |
New Feature |
Contact detail report and contact routing report: In the analytics section Contact detail report and contact routing report can be generated. |