Managing Governance Settings

Overview

This quick video gives you a quick breakdown of the LeadIQ Governance feature.

 

Team Management

1. Log in as a Team Admin at LeadIQ.com with an Enterprise supported plan
2. Click the Gear Icon item on the lower left.
3. Click Team tab at the left, then click on Groups & Governance.
4. Customize the governances as you would like. Your changes apply immediately to the team.

Setting Governances using Groups

Now you can customize your Governance settings for Groups within your team. After you make a group, manage your settings for each Group on your Team. 

Managing Integrations

If enabled, your team will be locked to only the integrations you choose and prevented from connecting to any others. Plus, new team members will be required to connect to your integrations before they use LeadIQ.

• Require enables integrations to require each member to connect before using LeadIQ to capture prospects.
• Block disables the integration in LeadIQ to capture prospects.
• Don't Manage allows each member to freely activate or deactivate the Integrations under the Integration settings. 

Managing Contact Data Quality

Enable to control the level of email quality (Verified, Best Guess, Unverified) you would allow team members to capture to your integrations. By default, your team members can individually customize this setting in their LeadIQ extension.

• Best Guess Emails
  Mid-level deliverability rates which for various reasons may not be verifiable but a strong possibility.
• Unverified Emails
  Emails with a much lower confidence level that run the risk of increasing your bounce rates. Not recommended to enable.
• Edited Emails
  Enable to control if team members are able to export emails (work and personal) they manually edited. By default, your team members are able to edit a prospect's email and export it to their connected CRM.
• Phone Number Quality
  Select the level of accuracy and volume that suits your needs.
  • Higher Quality (Recommended) – A good mix of confirmed and unconfirmed accuracy, providing coverage of ~90% of all prospects with phones.
  • All Numbers - All available numbers.
• Mobile Phone Numbers
  Allow export of prospects regardless of email quality if a mobile phone number is available. Email will be marked as blank for blocked emails. This feature is not available for Salesloft.

Managing Automated Data Unlock

Enable to control what data (work phones, mobile phones and personal email) you would like automatically sent to your integration with each prospect capture. By default, your team members can individually customize this setting in their LeadIQ extension.

• LeadIQ always sends the Work Email for each prospect to your integrations.
• Check the additional data, if available, LeadIQ should automatically send to your integration too for every prospect.
• Uncheck the data you do not want sent to your integrations.
• Caution: Enabling Mobile phones and personal emails will use your team's limited monthly premium credits quickly!

Block Creating New Records in Other Integrations Unless a Matching Record Exists in Salesforce. 

When using other platform integrations such as Outreach or SalesLoft, this blocks the creation of records for your team in other integrated platforms unless a matching record is found in Salesforce.

• Blocks Hubspot, SalesLoft, Outreach (including adding to a cadence/sequence)
• When disabled, prospects can be captured to other integrations regardless if the prospect record is not found to already exist in SFDC.
• This helps prevent the creation of "orphaned" prospects in Hubspot, SalesLoft, and Outreach.

Block Salesloft Duplicates from Being Added to a Cadence

Enable to block your team from adding a prospect into a new cadence when a duplicate already exists in your SalesLoft integration.

• Prevents prospects from being in multiple different cadences at the same time.
• When this governance is disabled, prospects can be added to more than one cadence. 

Allow Members to Invite Team Mates

Control whether non-admins in the team can invite other co-workers to join the team.

Managing Auto Submit Phone Requests

Enable to control auto submit phone requests for prospects in the UK & EU when their phone number is not found by LeadIQ at the time of capture. 

If you have any questions about governance, you can reach out to the LeadIQ Support Team by clicking Submit a Request at the top right of this page.