LeadPal – Installation guide

LeadPal – Installation guide

LeadPal- Installation Guide

LeadPal can mass convert leads with a single click or setup for leads get converted automatically based on a set of rules matching with existing contacts and accounts.Reduces duplicate accounts/contacts from Leads
$999 one time fee/$499 for non profit

  • Mass convert up to 85 leads in a single click
  • Auto Lead Conversion with matching to existing contacts and accounts using rules
  • Lead Monitoring and Personal Email and Competitor Domain identifier

LeadPal- Product Description

Convert up to 85 Leads into Accounts and opportunities with a Single Click or or using UI to specify Account/Opportunity names.

Auto convert leads that match a criteria into accounts and opportunities

Setup Rules/Criteria to match Leads to existing Accounts or contacts using an email match or account name match or a combination of custom fields(like account match using email domain on the lead)

Personal Email domain identification to prevent doing campaigns to personal emails. This can be customized to include competitor domains

Lead Conversion Screen customization ensures that the default account and opportunity owners based on a set of rules. This helps avoid account and opportunities being owned by Partner or community users

You can download LeadPal from salesforce appexchange

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