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ContactSign-In
  • Home
  • Product
    • Lead Routing
    • Segmentation
    • List Matching
    • Fuzzy Matching
  • Solutions
    • Enterprise
      • Lead Routing
      • Segmentation
      • Editions
    • SMB
      • Salesforce Lead Routing
      • Free Lead to Account Matching Software
  • Resources
    • White Papers
    • Videos
    • Data Sheets
    • Competitive Analysis
  • Company
    • About Us
    • Blog
    • News Releases
    • Careers at LeadAngel – Join Us
    • Partner
    • Contact Us
  • Documentation
    • Getting Started
      • What is LeadAngel
      • LeadAngel Glossary
      • Icons Glossary
      • Setup Guide
        • SFDC App Setup
        • Upgrade to Enterprise Edition
        • Integrations
    • Product Docs
      • Routing Concepts
      • Segmentation Concepts
      • Sales Team
      • Data Dictionary
      • Routing Territory
      • Lead Segment
      • Lead Router
      • Reporting
      • Preferences
      • Tie Breaker
      • Auto Conversion
      • User Management
      • FuzzyMatch REST API
    • Frequently Asked Questions
    • Troubleshoot

Routing territory is a place to slice and dice the defined Data Dictionaries to create territories. Each Routing Territory can be routed to a sales person, queue, sales team, account owner or opportunity owner.

 

Select the pre-defined Data Dictionaries from the right hand side attribute selection panel. Drag and drop the desired attribute type, and from the drop down select the appropriate inclusion/exclusion and Data Dictionary.

Also, use default or custom filter to get to the desired result.

One Routing Territory canvas can support a maximum of 100 Data Dictionary attributes.

    • Getting Started
      • What is LeadAngel
      • LeadAngel Glossary
      • Icons Glossary
      • Setup Guide
        • SFDC App Setup
        • Upgrade to Enterprise Edition
        • Integrations
        • Uninstallation
    • Product Docs
      • Routing Concepts
      • Segmentation Concepts
      • Sales Team
      • Weighted Sales Team
      • Data Dictionary
      • Routing Territory
      • Lead Segment
      • Lead Router
      • Reporting
      • Preferences
      • Tie Breaker
      • Auto Conversion
      • User Management
      • FuzzyMatch REST API
    • Frequently Asked Questions
    • Troubleshoot