As you may know, Salesforce does not naturally connect leads and accounts in the CRM. LeanData’s View is a Visualforce plugin that allows users to match leads to their accounts in real-time. Sales teams can see duplicates or related leads, possible matched accounts, as well as the leads from those matched accounts. This way, reps spend less time on research and tedious administrative tasks – and more time selling.
More precisely, LeanData View will show you:
- All possible duplicate leads and contacts against this lead
- All possible matched accounts for this lead
- All other leads that could belong to the same account
This is what your lead record will look like:
This is what your contact record will look like:
This is what your account record will look like: