Correlead

Correlead is the easiest, quickest method to get incoming leads belonging to your existing accounts in front of the right person – instantly.

See It In Action

Quick Start Guide

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LEAD MANAGEMENT

Correlead overview

Customer experience starts during the sales process. Delight your users from the very first contact, and avoid embarrassing sales mistakes.

Benefits

  • Uses standard Salesforce account matching rules to ensure leads from existing accounts get matched automatically
  • Automatically assigns matched leads to the account owner.
  • Automatically converts the leads and matches existing accounts and contacts
  • Ability to back up and restore your lead assignment rules at any time.
  • Automatically creates entries in the account email domain related list to aid in account matching.
  • Creates a list of common personal email domains that allows you to handle leads personal email domains differently than business domains.
Better user experience, start to finish

Empower your sales team

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Learning Resources

Correlead – Overview

Email Domain Features

Backup and Restore

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