Grouping Related Leads with No Account Match

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.

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Load Balancing Accounts
Load Balancing Accounts

You want to "top off" your Account managers with fresh Accounts as they finish working their current Accoun...