Account and Prospect Status Mapping - Salesforce

Status mapping allows you to identify what status the prospect and account have on Salesforce. Enterprise users will now be able to map any standard Picklist, Checkbox, Data, Text or Number field from Salesforce for any past, current, or future customers. 

Configuration: 

Step 1: Navigate to the LeadIQ Salesforce configuration page.

Step 2: Click Status Mapping.

Step 3: Under Primary Fields three options will appear: Account, Contact, and Lead. 

Step 4: Click the search bar and select the custom field to map. The most common fields are Account Status, Contact Status, or Lead Status, but each team can pick their own custom one. 

Step 5: Once this is picked, the team admin will have to choose what tags team members will see on the extension when users are prospecting. Some examples are the following: 

Account:

Nurture - Sales

Active

Not Touched

Contact or Lead:

Past

Current 

Qualified

Engaged

Step 6: Repeat steps for Contact or Lead status.

Step 7: Select Additional Fields and map Checkbox, Date, Text, and Number fields. These additional field types will be available within the on-hover menu for Salesforce.

When the team opens the extension, they will now see both statuses for prospects that exist in their Salesforce. 

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