Territory management

Territory planning should be simple, agile and flexible to your evolving needs, whether by state, city, or zip code. Embrace ease of use.

Groups

Create and manage an unlimited number of groups based on roles, territories, customer segments, product categories, or any other criteria you can imagine.

Set individual and group limits for lead allocation, ensure fair and balanced distribution through weighted round robin, manage team availability effectively by scheduling vacations and snoozing activity for specific periods.

Assignment rules

Create rules that support any scenario, work on any Salesforce object, and connect the right lead with the right person at maximum speed.

Matching and Deduplication

Design multiple deduplication rules for any combination of leads, contacts, and accounts. Easy to configure - including tie breakers, filters, and timing control - to support your data needs.