Setup and Administration

Salesforce Setup

• Pre-Requisite
• Installation Options
• Installation and Activation
• Layout Customization

LeadAngel Setup

• LeadAngel Login Setup

Matching Configuration

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

Router Settings

• Dedupe Preferences

Users and Roles

• Users and Access

Data Maintenance

• Copy Account Data to Lead
• Refresh Labels from CRM