The Object Explorer is a powerful new addition to the LeadAngel platform, located under the Maintenance section within the Administration panel. This feature enables users to seamlessly view and analyze the data for selected objects from both LeadAngel and your CRM system by simply entering the object's ID. The available objects include Lead, Account, Contact, Opportunity, Sales Rep, and the object's Activity.
Benefits of the Object Explorer:
Unified View: Instantly access and compare data from both LeadAngel and your CRM system without switching between platforms.
Efficiency: Quickly retrieve specific object information by entering its CRM ID, streamlining data management.
Versatility: Applicable across various objects—Leads, Accounts, Contacts, Opportunities, Sales Reps, and Activities—providing a comprehensive overview of your data.
To access the object explorer follow the steps mentioned below:
- Login to app.leadangel.com
- From the main dashboard, click on the Administration tab.
- Click on the Maintenance section to reveal the submenu option: Object Explorer.
- Select the object from the drop-down for which you wish to explore the data, and enter the ID.
- For Lead, Account, Contact, and Opportunity you have to enter the CRM ID.
- Click the Search button to retrieve the data. The corresponding details from both LeadAngel and your CRM will be displayed.
Now, if you want to see the data of any lead, you will have to select Lead from the drop-down box, enter the CRM ID of that lead, and click on the search button.
To add new filter rows, or customize the fields click on the filter button and +Add new row group.
Once you click on the +Add new row group,
The Add Saved Rows dialog box will be displayed.
Enter the name of the row, and select the filters from the hidden rows list that you want to add to the save rows.
Click on the Save button.
After the new row filter has been saved, the selected field (if exists in the lead details) and their data will be visible to you instead of the default filter.
- For the Activity, select the option from Lead, Account, Contact, and Opportunity. and enter the Object/CRM ID.
- For Sales Rep, enter the User ID.
- Click the Search button to retrieve the data. The corresponding details from both LeadAngel and your CRM will be displayed.
- You can use the icons on the right-hand side for additional functionality, such as downloading the data, adding or customizing filters, and toggling full-screen mode.