Installation Overview

Lead Liaison is installed into in three easy steps. Here's an overview of the installation process. Details are covered in Section 3 and 4 below.

  1. Click a link and install a package
  2. Assign a new lead and contact layout to the respective profiles
  3. Change field accessibility to allow syncing
  4. Configure Lead Liaison and sync your data to Lead Liaison

The Lead Liaison package will make the following changes to your account:

  1. Add new fields to the Leads and Contacts pages
  2. Create a new layout for the Leads and Contacts pages


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