Solution Brief

Opportunity Routing With LeanData

LeanData’s robust routing solution helps you ensure that all Salesforce objects are easily and automatically routed to sales team members based on your custom business rules.

Download the solution brief to find out how our Opportunity Routing function can help you automatically and effectively route opportunities to the right sales representative today.

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.