- Getting Started Explore the secure use of LeadAngel and how to configure it to meet your business goals.
- Setup and Administration LeadAngel provide the setup steps to complete before installing the software.
- Routers Router brings together the Sales Team, Routing Territories with the help of Assignment block to route leads, contacts...
- Sales Team Define “Round Robin” or “Weighted Assignment” Sales Team, manage the one on one Sales Rep - ISR mapping or manage his...
- Data Dictionary Create complex filters based on Leads, Contacts, Accounts and Opportunity etc.
- Lead Attendant Lead Attendant instantly routes the online web leads and presents the lead with lead owner's sales person
- Marketing Lead Segment Frame your workflows with Account based Marketing.
- Analytics Take a quick glance at key business insights and track workflows with LeadAngel Reporting.
- API FuzzyMatch records against 22M US Business or against CRM database
- Calendar Integration and Scheduling Every user with a calendar license can configure the calendar.
- Release notes Release notes are displayed in descending order from the most recent release to the oldest.
- FAQ and Troubleshooting Most frequently asked questions and quick troubleshooting help.