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Load Balancing Accounts

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You want to “top off” your Account managers with fresh Accounts as they finish working their current Accounts, but you don’t want any individual Account Owner to have more than a certain threshold. Here is how you would set that up with Conditional Capping and Routing Scheduler.

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

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