Monthly Archives: March 2015

Customize Lead Conversion Screen with Custom Page layout and Recordtype Selection

Leadpal is a top salesforce appexchange app which helps salesforce users to convert leads into Accounts, contacts and opportunities. Some of the new features of Leadpal for the lead conversion screen includes 1. Converting leads into Accounts, contacts and opportunities with recordtypes. 2. Customization of fields in lead convert screens 3. Convert leads and merge […]

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Leadpal : Multilead Conversion for salesforce

If you are looking to convert multiple leads in salesforce, then leadpal is the tool you would want to use. You can convert leads to existing accounts and contacts based on certain rules which can be configured easily by you. You can download Leadpal from salesforce appexchange at https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5LuWEAV OR can drop us an email […]

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Auto convert Leads in Salesforce

If you are salesforce user and are looking to auto convert leads, Leadpal helps you autoconvert leads based on rules which you can setup. This autoconversion can be setup for your web2lead’s or any leads You can download Leadpal from salesforce appexchange at https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5LuWEAV

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Spam Control in salesforce – Leadpal

if you are flooded with spam from your web2lead form, Use leadpal to make your web2lead form safe from spammers. You can download Leadpal from salesforce appexchange at https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5LuWEAV

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Prevent Account and Opportunity Owned by Partner in salesforce

Prevent Account and Opportunity Owned by Partner. Leadpal helps you to streamline your deal conversion process in your salesforce environment.  For more information contact us at info@cm-focus.com .

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LeadPal : Salesforce Linkedin Connectivity

1) Connect on Linkedin with the Lead.  News about the company from Lead 2) Grab Company Information to Lead.  For example our screen would display on the lead from Salesforce.com Company Description: Salesforce is the Customer Success Platform. Our social and mobile cloud technologies—including our flagship sales and CRM applications—help companies connect with customers, partners, […]

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LeadPal : Salesforce Lead Communication Continuity

Display existing contacts and accounts related to lead so there is a continuity in the conversation/interaction with the lead. For example if account had opportunities the lead can be passed on to account manager If there are duplicate contacts that already exists it will be displayed so they can be cleansed right away Take a […]

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LeadPal : Mass assign Accounts while converting leads

Use Leadpal to mass convert leads into accounts and contacts. Now you can mass assign Accounts while converting leads. Here are other features of Leadpal 1) Connect on Linkedin with the Lead.  News about the company from Lead 2) Grab Company Information to Lead.  For example our screen would display on the lead from Salesforce.com […]

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