See why Palo Alto Networks selected LeanData to orchestrate their buying groups motion.

Read the full success story

Platform
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Platform

Why LeanDataWhat makes LeanData different

Products OverviewDiscover modern Revenue Orchestration

IntegrationsConnect signals to plays

PricingPlans for every company

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OrchestrationAll your revenue tools, all in one place

SchedulingGet buyers in front of reps quickly with BookIt

Buying GroupsConnecting all buyers and signals to Opportunities
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Featured Stories

Snowflake Scales Account Based Plays with LeanData Revenue Orchestration

Palo Alto Networks Sees Revenue Increases with Buying Groups Strategy

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- Become a PartnerTeam up with LeanData
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LeanData’s integration with Salesloft allows a user to route prospects to the right reps.

Slack has transformed business communication– it’s the platform where work can happen.

Expertly target and engage high-value accounts when they’re ready to buy.

LeanData’s integration with Outreach allows a user to route prospects to the right reps.

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Featured news

Press Release Sep 19, 2024
LeanData Unveils Groundbreaking Products to Boost B2B Revenue Growth Through Buying Groups

Press Release Sep 10, 2024
LeanData Announces Winners of the 2024 OpsStars Awards

Press Release Jun 12, 2024
LeanData Launches Comprehensive Go-to-Market (GTM) Efficiency E-Book

BookIt Links for Admins

BookIt Links: Getting Started for Administrators

Everything you need to know to set your organization up with BookIt Links!

*If you are not an Administrator, check out our Getting Started Guide for users here

Authorize Users

If you’re new to BookIt, you’ll need to authorize users. If you’re already using BookIt for Forms or BookIt Handoff, you’ll need to grant your users with BookIt Links Product Access.

Authorizing Users

man using a laptop to set up users in LeanData BookIt Links

Review Best Practices

This one pager will go over our recommended best practices you can take to ensure a smooth setup for your users.

list of best practices for LeanData BookIt Links

Inform Your Team

The last thing to do is let everyone know about BookIt Links! This email template can be used to share the news. It covers the basics, just add in any specifics to your organization.

An automated email message sent from a LeanData admin

Get Your Users Started

Our BookIt Links User Guide includes step by step video tutorials for your teams. Send them this resource and they’ll be ready to go in no time!

LeanData BookIt Links scheduling software

Additional Resources

For more detailed information, check out the complete Admin Guide

BookIt Links Admin Guide

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