Set up territories in map view, broken down by country, state, and ZIP code. When a record is classified, its location is stamped with the relevant territory and can be assigned to the appropriate rep.
Lead auto-conversion can dynamically change and de-duplicate new leads, turning them into accounts, contacts, and opportunities. It can be used in combination with the lead matching feature to convert records if they match existing accounts, contacts or leads.
Lead matching can determine whether a lead relates to existing accounts, contacts, or leads already in your Salesforce organization. Leads which have been matched can be assigned to the owner of any related object by using related owner distributors, ensuring that the right rep owns all related and duplicate work.
