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Grouping Related Leads with No Account Match

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You might start to receive multiple Leads from a new company that do not match to any Account in your system. Here is a way to aggregate them together so that you can regularly review them to decide whether you would like to create an Account for them.

Tags
  • Lead Management
  • Operations
  • Revenue Orchestration
  • Tips & Tricks

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Customer Story
How LeanData Acts as the Foundation of Spekit’s Integrated Tech Stack

Laura Wheeler, VP of RevOps and Enablement at Spekit uses LeanData to ensure that leads being routed to the sales team are equitable and creating equal opportunities across the team.