Below are definitions for many of the terms you may encounter when using LeadAngel. To request a term be added, please send us an email
| Term | Definition |
|---|---|
| Sales Team | Sales Team is a place to define your sales organizations. It could be for round robin teams grouping, or Sales Rep to Inside Sales/BDR mapping. |
| Round Robin Team | Team of individual sales rep or Inside Sales/BDR whom the leads will be routed in round way way. |
| Data Dictionary | A place to document all of the organizations acronyms and definitions. This could include things like. 1. Industry Grouping 2. Geographical territory 3. Segment such as SMB, Enterprise, MM 4. Campaign Grouping 5. Active/Inactive accounts 6. Account lists to fuzzy match |
| Account List | A list of account that you may want to "Fuzzy" match against a set of account or leads |
| Account Status | A place to define account status, such as customer, prospect, active opportunity etc, that could be used for lead routing or marketing segmentation. |
| Market Segment | A place to document all of the organizations acronyms and definitions. This could include things like. 1. Industry Grouping 2. Geographical territory 3. Segment such as SMB, Enterprise, MM 4. Campaign Grouping |
| CRM Account | Used to create a filter on CRM/Sales account. |
| CRM Lead | Used to create a filter on CRM/Sales leads. |
| MA Lead | Used to create a filter on Marketing Leads from marketing automation. |
| Routing Territory | A group of Sales/CRM leads that you would like to route in certain way. This is created by combining data dictionaries and applying desired filter conditions. |
| Lead Segment | A group of Marketing Automation leads that you would like segment and sync with your Marketing Automation tool. This is created by combining data dictionaries and applying desired filter conditions. |
| Lead Router | A process flow builder to create assignment blocks, and route leads per priority |
| Lead Attributes | Set of Lead fields in CRM or Marketing Automation tool |
| Account Attributes | Set of Account fields in CRM system |
| Opportunity Attributes | Set of Opportunity fields in CRM system |
| Sales Rep Attributes | Set of Sales User fields in CRM system |
| Assignment Block | A flow step in the lead router to configure lead router in specific way based on leads from lead territory. |
| Smart Attributes | Smart attributes are derived from regular address/account name attributes. Leadangel uses the "Fuzzy" match on these fields to cover the records that otherwise would have been excluded. |