Solution Brief

Account Routing With LeanData

LeanData’s Account Routing brings the power of its visual FlowBuilder and automated Routing to your Salesforce account, allowing you to implement company business/territory rules in a fair and uniform way while also allocating accounts to the correct sales reps. 

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Tags
  • Lead Management
  • Lead Routing
  • Lead-to-Account Matching
  • Marketing
  • Operations
  • Revenue Orchestration
  • Sales
  • Tech Stack

Related Resources

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Video
Get Started Quickly by Using Routing Templates

Getting started with LeanData routing is easy whether you already know what you want or you are looking for some ideas. LeanData’s provided routing templates are a great way to get started quickly.