Video

How Lattice Instantly Passes Buyers to the Right Rep

BookIt Marketing Video
A LeanData employee and Lattice employee talking to each other on a LeanData webinar

When SDRs at Lattice want to instantly pass a buyer to an Account Executive for next-step meetings, they use BookIt Handoff.

But LeanData Revenue Orchestration doesn’t stop there.

That handoff meeting has the power to trigger further automations like creating an opportunity or assigning ownership.




Tags
BookIt Buying Journey Lead Management Operations Routing Scheduling