Solution Brief

Round Robin Lead Assignments With LeanData

Say goodbye to writing and maintaining complex codes for Round Robin assignments.

Round Robins remain one of the most crucial and commonly used lead assignment methods in sales organizations. Despite that, Salesforce does not support out-of-the-box round robin assignment features – causing businesses to waste precious time implementing and maintaining complex codes to do so.

LeanData allows companies to set up multiple, robust round robins to support all routing rules for your leads, contacts accounts and management. Download the solution brief to find out how we can help you achieve a higher rate of customer success today.

Tags
  • Lead Management
  • Lead Routing
  • Marketing
  • Operations
  • Revenue Orchestration
  • Sales
  • Tech Stack

Related Resources

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Video
Field-Specific Merging Preferences with Cloudingo

Combine LeanData's matching capabilities and FlowBuilder interface with the fine-grained merging capabilities of Cloudingo using the Cloudingo Merge Lead Integration Node in FlowBuilder. Here’s one example of merging two leads with different preferences for different fields.