Use the new Audit Report to look into how Lane Four has processed a Lead, Account, Contact, or Opportunity record. From the Lane Four component on the Detail Page, click on the Audit Report button to view the activity that took place on the record and the status of each step. Dig into any step to get the technical details on what happened during its processing. Within that page, you will also find a Lane Four Fields tab containing the metadata for the record, which Lane Four used for routing and other functions.
Find the Audit Report button on the top right of your Lane Four component on a Detail Page.
Region Automation Improvements
You can now set up a default region in Region Automation without specifying any geographic or account characteristics. It will be used as a catch-all for any leads, contacts or accounts which don’t match other regions.
We’ve also improved our region matching logic to consider exact matches on postal code and account characteristics over a postal code-only match. Exact matching logic can be found on our Region Automation documentation page.