Round Robin Assignment
Get leads to the right reps fast
Assign any record.
Round robin leads, contacts, opportunities, and custom objects.
Configure your round robins
Detailed filter conditions let you perform field-based or region-based assignment.
Assign multiple fields.
Assign leads to sales reps and account managers at the same time.
Manage users easily.
Handle vacations, leaves, and other absences at the click of a button—so you never lose leads.
Seamlessly integrate existing territory rules into your round robin structure.
Shark-tank style queues
Online vs. offline presence-based assignment
Daily, weekly, monthly, and global assignment limits
Time-of-day based assignment
High-Growth Startups Lane Four
“Lane Four has improved our lead assignment time and accuracy…I no longer worry whether a lead is assigned to the right account owner—everything is set up for my team. Plus, the matched view gives us complete visibility of lead information for our target accounts. That’s another huge time saver for the SDR team.” – Caroline, Director of Marketing
“There are lots of Lead-to-Account matching tools out there, but Lane Four is the only one that’s a full data suite designed for Account-Based Marketing from the ground up, and they basically have thought of everything that’s required for successful ABM. The team is also super responsive and deeply knowledgeable about the Salesforce ecosystem.” – Matt, VP of Marketing
“Lane Four’s lead-to-account matching, auto convert, and account creation has enabled us to be truly account-based with our sales strategy. There are other tools out there but none allow me to administer the complete end-to-end routing flow without contacting any support person.” – Sibil, Sales and Marketing Operations Manager
“Lane Four’s account routing features have ensured our accounts and contacts are quickly assigned to the right rep at the right time. The team has been a great help to ensure the assignments are easy to manage and work with our apps Salesforce integration.” – Dan, VP of Sales
“I can’t recommend it enough. The training and support have been great, and the product is very powerful. We’re on the cusp of a global implementation, and I would be nervous if we didn’t have Lane Four.” – Josh, Sales and Marketing Operations Specialist
“Lane Four has revolutionized our ABM go-to-market strategy. Most importantly, the team at Lane Four is exceptional. Their deep knowledge of Salesforce, and genuine desire to share expertise, has been priceless.” – Kristin, Sales Operations Manager
Routing for Contacts, Accounts, Opportunities, and Custom Objects
Round Robin Assignment
On-Demand Product Support