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. 

Download the data sheet to find out more now!

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

Related Resources

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Video
Setting Up a Data Table for Routing

If your organization uses many complex criteria for routing, you may end up with a visually cluttered graph. Here’s how to set up a Data Table in LeanData to consolidate many different decisions and actions into a single node.