Correlead Tag

Correlead helps you manage the workflow for lead assignment. One of the key features is the ability to match leads to accounts. While Correlead utilizes standard Salesforce matching rules, Correlead uses and maintains an additional matching tool, the email domain of the lead. Email Domains Matching lead email domains are a good way to improve account matching. Correlead helps by creating and maintaining the email domains listed...

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Correlead is configured using Custom Settings. To get to Custom Setting you can go to Setup / Custom Code / Custom Settings or click the link from the Correlead app Home Page. You will see the Correlead Lead Settings, click Manage to edit the settings. Click Edit to change the organization wide default settings. Click New if you want to define settings based on a Profile or specific...

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There are two ways Correlead helps make lead assignment better; matching accounts and contacts, and using email domains. Each company has different requirements for managing leads, and Correlead gives you more options. Match Accounts and Contacts and Create Accounts One way to reduce manual work and improve the quality of your leads is using Correlead to help match existing accounts and contacts, and tie them together effortlessly....

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