Embedded Files
Salesforce Editions:
Before we start, please bear in mind that Leadly works on the following Salesforce editions:
Professional
Enterprise
Unlimited
Force.com
Developer
Performance
User Permission needed:
Access to Leads, Accounts, Contacts, Opportunities
Access to Leadly
We recommend you to install the App for all users and assign the permission set "Leadly Objects and Fields" to grant access to Sales Users.
Main Features
There are two main features that Leadly can help you with:
Map Lead fields
Set up Auto-Conversion Rules (with Merge Feature)
1. Map Lead fields
1. Map Lead fields
Let's start with the first feature, Field Mapping.
1. Click on Leadly Home.
2. Click on Map Lead fields
3. A Wizard will open
4. Choose the target object you want to map Lead fields with: Account, Contact or Opportunity.
5. Choose on the left side the Lead fields you want to map to the other object.
6. Choose on the right side the fields you want to map with the Lead fields. Depended on the Object you chose above this will change here.
7. Click on the Button + Map to add your Mapping and only then click on Save.
8. If you want to remove any mapping, please click on the X. If you are happy with the options selected, then click on Save or Save and Close.
The wizard will save you a lot of time and it's super easy to use, just search for the lead field you want to map and the target object field.
Note: Any mappings done in Leadly will overwrite the default mapping in your Salesforce org.
Auto-Conversion Rules
Auto-Conversion Rules
This is a super useful tool that will enable you create automations at the lead conversion process.
For this explanation we will use the following example:
The company "A" has a lead rating range (1-10) where the value 10 is the highest note a lead could get. Additionally, the company considers Germany a key country for its growth strategy. Considering this, the goal is to automatically convert every lead with a rating greater than 5 and that comes from Germany.
1. Click on Leadly Home.
2. Click on Set auto-conversion rules.
3. A Wizard will open
To get the conversion-rules from our example we need to create different rules:
The first step is selecting the field that will act as criteria; in this case Rating and Country. For the first field we will select the label (operator) Greater than and the value 5.
In the second line we select Country as a field, label should be Equals and Germany as a value.
Please keep in mind that this app also allows the possibility of evaluating two fields as a criteria for the conversion (pretty cool, if you ask me). If you want to do that, select Field instead of Value.
More lines can be added as well as filter logics. There is also the chance of creating (or not) an opportunity upon conversion. For this example, we will select this checkbox.
It is always recommended as a best practice to add a brief description of the purpose and characteristics of the rule.
At the end of the process, the screen should look like this:
After you are happy with your rules, activate your rule and click Save and Close.
You can check the created rules by click on the button View defined auto-conversion rules on the Leadly Home tab:
Hint:
The rules will come into effect once the record(s) that meet the criteria of an active auto-conversion rule are created or edited. If you want to auto-convert multiple already existing leads, we recommend mass-updating the Leads, so the rules will fire.
It is also recommended to first test your auto-conversion rule is working by manually editing records first.
New Feature:
To avoid having duplicates during the auto-conversion you can also now enable the criteria to merge automatically to the same contact and account by checking the checkboxes on the Leadly Home Tab.
Page updated
Report abuse