Distribution Classifier - Introduction

This feature is available on the Advanced & Ultimate Tiers. Learn more

The Distribution Engine Classifier is used to simplify your distribution logic by stamping your records with territory and matching information before assignment.

The Classifier currently has three parts:

  • Territories - clean messy address data and apply a territory tag to your records to be used by distributors.
  • Lead Matching - tag leads with matching account, contact or duplicate lead. These can then be used by related owner distributors.
  • Custom Classification - define your own classifications that can be utilized throughout the distribution process.
  • Auto-Conversion - Automatically convert or de-duplicate leads according to rules.

 

Example lead stamped with classifier territory and matching information.

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