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The Ideal Salesforce Assignment Process

The Ideal Salesforce Assignment Process

Lane Four takes the manual work out of the assignment process. With Lane Four round robin rules, you can map leads to territories according to regional factors like postal codes, company size, or more importantly, use matched account data to…

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Routing and Lead Management

When the time comes for a lead to be assigned, the Lane Four Round Robin interface can help simplify this process. Status, Owner and Regional settings can be defined along with a credit system to weigh users within a round…

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