Edit and adjust Salesforce Matching and Duplicate rules to customize your lead to account matching rules. Here you’ll determine which fields to compare and how to prioritize accounts.
Create region segments and definitions for Leads, Contacts and Accounts. Set individual region details, determine field updates that take place when a record matches the defined region criteria, and define region owners to automatically assign leads, contacts and accounts.
The SLA feature tracks the date and time a lead is qualified, and how long it took for a sales rep to follow-up. The customizable fields and stages let you determine how you want to track followup time. You can choose start and end stages on leads and contacts and learn ensure your organization’s business hours are set.
The Account Status feature lets you create an automated account or contact status field based on related Leads, Contacts or Opportunities. Schedule a daily batch to run and update the specified field with the value of your choosing.
Create a recycle rule on accounts that meet specific criteria. This ensures you can move unworked accounts to another user or initiate re-assignments. The formula can be based on any account field.
Run a process that merges duplicate leads, contacts and accounts. Not quite ready to de-duplicate records? Learn how to run a simulation to see which record would be determined the winner without actually performing the merge.
Get an overview of all fields installed with the Lane Four package broken down by object. Learn how fields and features interact with each other and how formulas can be tailored to fit your organization’s ABM needs.