December 2022
| 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. | |
| Flag Duplicates instead of merging or converting: Flags duplicate leads and contacts. |
November 2022
| Random Split: Random split is introduced in the Router flowchart to distribute leads as per your requirement in unequal proportion to the flow. | |
| Zoom Integration: Zoom Integration is introduced to integrate Zoom with LeadAngel for scheduling video conferencing. | |
| 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. | |
| Sync to CRM: Sync to CRM in the Router flowchart pushes all the updated records from LeadAngel to Salesforce. |
October 2022
| Account Field Level Boost: You can prioritize your account by boosting the matching with this functionality. | |
| Action Block: Action block in the Router flowchart comes with webhook call and wait functionality. | |
| Webhook Integration: Webhooks are a way to receive information when needed, rather than continually ask for that data. | |
| Wait Condition: Wait condition lets the routing process wait as per your desired wait time and/ or condition. |
September 2022
| Skip Weekends for Escalation Calculation: To escalate leads during reassignment you can skip weekends and holidays in a lead router. | |
| 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
| 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
| 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. | |
| Web to Lead: Web to Lead provides you with Real-time matching and routing experience in LeadAngel. | |
| Account List Matching: CRM match mapping is applied to match the 'account list' against lead companies. |
May 2022
| Multiple selections for data value update: While routing you can add multiple fields in the data value section of the assignment block. |
April 2022
| Assign to Account Owners Manager: New option is added in the Assignment block action. | |
| Assign to Parent Account Owner: New option is added in the Assignment block action. | |
| Assign Based on Account ID Lookup Field in Lead Record: New option is added in the Assignment block action. |
March 2022
| 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. | |
| Change in menu icon colors: The color of the menu icon color has been changed to make it more identifiable. | |
| Capping and Leveling: The Capping condition caps/ levels the leads that you assign to a particular assignment block. | |
| Account Router: The Account Routing module allows you to manage sales teams, data dictionaries, account routing territories, and finally account routers. | |
| Opportunity Router: The Opportunity Routing module allows you to manage sales teams, data dictionaries, opportunity routers, etc. | |
| “Used by”: ‘Used by’ feature lists the objects that are being used by other objects. | |
| Node Security: Node security is updated so that unauthorized access is prohibited. | |
| Change in API Authentication: Use of only tokens rather than client ids and email addresses for security enhancement. |
January 2022
| Contact detail report and contact routing report: In the analytics section Contact detail report and contact routing report can be generated. |