Get an interactive tour of BookIt for Forms — no demo needed!

See BookIt for Forms
Video

Load Balancing Accounts

Embed Video Preview

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

Related Resources

Welcome to the LeanData Resource Center. We hope you will
find content interesting to read, watch and share.

eBook
LeanData on LeanData ebook

Yes! We use our own technology to orchestrate GTM plays. Learn five of the most successful plays from the LeanData RevOps team playbook.