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LeanData Routing Datasheet

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Route Leads And Other Objects. Monitor Flows. Iterate Easily. Email Notifications Use editable email templates to inform owners when they've been assigned leads or other objects and alert users of errors in assignment One-Time Routing Use the one-time routing option to distribute leads, contacts, accounts and opportunities in one go; for instance upload all contacts within a set of accounts and redistribute ownership to account owners Report on Routing Insights With just a click from any routing action node, you can see details of objects that were successfully routed or caused errors, as well as the owners to whom they were assigned PRODUCT SHEET | ROUTING www.LeanDataInc.com

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