LeadAngel application must be installed in Lightning Mode to ensure all the security components are configured correctly.
Ensure Salesforce is in Lightning Mode to properly configure security settings.
Install LeadAngel in Salesforce, selecting Install for All Users.
Go to Administration > Integrations > CRM Activation in LeadAngel to see connection options:
Select your preferred connection type and follow the specific activation process.
For App Exchange Free App Users:
Once activated, LeadAngel will begin matching leads to accounts, which may take a few hours depending on data volume.
Customize the Lead and Account Layouts as explained in Layout Customization.