As a user you can now match and append Creditsafe Data to a Salesforce Lead Record. Once you have installed the update, you will have the ability to match the same level of Creditsafe data to your Lead Records as with your Account Records. This then allows you to verify the a company’s credit worthiness before converting them to a customer. These fields can be mapped individually, giving you greater control over the information available at each stage of your customer life cycle.


In order for these updates to become available you will be required to install and configure the access. This is a very simple process that will take no longer than 5 minutes. Please download the attached PDF guide for a step by step installation guide.