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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 robin team.

Round Robins can be configured in one of four types.

  1. Owner based which allow you to connect an account owner with one or more SDR’s
  2. Regional round robins allow segmentation across territories
  3. Outbound allow the use of matched account data to round robin unowned accounts
  4. A default round robin when no other matches apply. 

Round Robin Setup

Lane Four has a credits system which allows you to weight the number of leads a sales rep should receive. For example if SDR #1 has 2 credits and the SDR #2 has 1 credit, SDR #1 will receive twice as many leads. 

Round Robin Credit System

Lead assignment details offer conversion rates and number of leads assigned at a glance.

Lead Assignment Details

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