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  1. LeadAngel
  2. Setup and Administration

Setup and Administration

LeadAngel provide the setup steps to complete before installing the software.

Salesforce Setup

  • Pre-Requisite
  • Installation and Activation
  • App Exchange Free App
  • Legacy Connection
  • API-Only User Integration
  • Layout Customization

Hubspot Setup

  • HubSpot Installation and Activation

Microsoft Dynamics 365 Integration

  • 1. Pre-Requisite
  • 2. Installation in Dynamics D365
  • 3. Power Automate Setup
  • 4. Azure Portal Setup
  • 5. OAuth User Setup in D365
  • 6. LeadAngel Portal Activation

LeadAngel Setup

  • LeadAngel Login Setup

Matching Configuration

  • Matching Rules
  • Tie Breaker Rules
  • Incorrect LeadAngel Matched Account

Data Dictionary Index

  • Data Dictionary Index
  • Account
  • Contact
  • Lead
  • Opportunity
  • Owner Attributes

Audit Log

  • Audit Log

Notifications

  • Notifications Overview
  • CRM In-App
  • Email Notification
  • Slack Notification
  • Twilio Notification
  • OTS Notifications

Router Settings - Preferences

  • Company Preference
  • Preferences
  • Set up Preferences
  • Routing Preference

Users and Roles

  • Users and Access
  • Partner User and Access

Data Maintenance

  • Copy Account Data to Lead
  • Refresh Labels from CRM
  • Object Explorer

Web to Lead

  • Web-to-Lead Form Setup

Integrations

  • CRM Custom Object Sync
  • Webhook Integration
  • SAML Configuration
  • Slack Integration
  • Twilio Integration
  • Admin Consent for Custom Tags in Microsoft Teams

Holiday Calendar

  • Set up Holiday Calendar

Partner Management

  • Steps to create Partner rep
  • Lead Management
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