Administrators can set the organization-wide preferences for lead routing and data management on the preference menu.
There are three preferences settings:
- Data cleanup Preferences: Fixing errors and other issues in the data sets.
*** In data cleanup preferences the settings are applied for all the leads and it will reflect in Salesforce. (It's not necessary to go to the lead router).
- Dedupe Flagging Preferences: Identify and eliminate duplicate leads within a specified set of data.
***In dedupe flagging preferences the settings will be applied only to the leads which are qualifying for the routing. It will not affect Salesforce.
- Routing Preferences: Assigning new potential lead/ account/ contact/ opportunity to available sales rep.
Data Cleanup Preferences
“Focus the efforts of your sales reps by automatically giving them the cleanest, most actionable, and most relevant data.”
Data cleanup allows you to fix incorrect or duplicate data. Through data cleanup preferences you can:
- Merge duplicate leads
- Merge duplicate contacts
- Merge leads against matching contacts
- Convert leads into contacts if a matching account is found
- Convert leads into contacts and accounts if no matching account is found
Dedupe Flagging Preferences
A duplicate lead or a lead dedupe is when the prospect or customer appears more than once in your CRM’s database.
Dedupe flagging preferences allow you to:
- Flag duplicate leads
- Flag duplicate contacts
- Flag duplicate contacts against matching contact records.
Routing Preferences
By default, LeadAngel ignores all inactive users. You must select additional fields to identify sales reps on leave or absent to suspend from receiving leads. If the value is set to FALSE, the sales rep will not receive leads.
You may select Assign to Inactive owner’s manager for routing preferences or you may select the field from the user table to identify inactive or on-leave sales reps.