Distribution Classifier - Introduction

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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