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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 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
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