Assignment

Your sales representatives and account executives are far and away the most important groups of people for your company. When a lead comes in, you have to decide who that lead is assigned to. With thousands of leads pouring in daily, all organizations have long forgone any form of manual assignment. Round robin assignment takes all the tedium out of assigning leads, and turns to a model based upon automation. How you decide to automate your robins is completely up to you. With the wide variety of customization options, it’s important that you know where to begin.

longer field notes 1-4 in

  • Match Accounts & Auto-Assign a Lead Owner

    Match Accounts & Auto-Assign a Lead Owner

    Lane Four Demo from Nuvem on Vimeo.
  • Lead Re-Assignment Could – and Should – Be Much Easier

    Lead Re-Assignment Could – and Should – Be Much Easier

    If you’ve ever had to re-assign a stack of leads within Salesforce, you know how difficult it can be without the right tool. Often, companies are forced to pull their records out of Salesforce, plug them into Excel, update their (usually complex) rules manually, and then move the updated data back to Salesforce. And if […]
  • How to Solve Contact Assignment Problems in Salesforce

    How to Solve Contact Assignment Problems in Salesforce

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  • Four Essential Routing Rules to Simplify Account Assignments

    Four Essential Routing Rules to Simplify Account Assignments

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  • Still Manually Assigning Leads? You’re Missing Out

    Still Manually Assigning Leads? You’re Missing Out

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