Learning Center

LeanData Learning Center

Whether you’re just getting started with LeanData or looking for new ways to enhance workflows, we’ve got user-friendly resources including live trainings, video tutorials, and much more.

GET STARTED CERTIFICATION TIPS & TRICKS RESOURCES PRODUCT WEBINARS

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Get Started with LeanData

This webinar will help you quickly learn the basics of LeanData’s matching and routing capabilities while laying the groundwork for more complex solutions down the road.

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Get Certified with LeanData

Our certification course is an advanced deep dive to help you unlock the full potential of LeanData. Recommended for all admins.

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Tips & Tricks videos

Short tutorials on setting up LeanData to support common use cases.

Setting Up a Data Table for Routing

Do you have a visually cluttered graph? Learn how to set up a Data Table in LeanData to consolidate…

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Initiate Routing from Related Activity Updates

Here’s how to trigger routing when existing related tasks are updated, allowing you to automate…

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Quote Approvals with Any Object Routing and NotifyPlus

When deals need quick approvals for discounts or quotes, manual processes can create bottlenecks….

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Resources

Explore resources designed to help you get the most out of LeanData

The Ultimate BookIt Deep Dive

Hear directly from LeanData customers using BookIt, LeanData’s automated scheduling solution.

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Graph Optimization Toolkit

LeanData’s Graph Optimization toolkit lays out practical recommendations for building, maintaining,…

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LeanData for Events: The Ops Playbook

Using LeanData to create repeatable, revenue-driving ops processes to support events of every kind.

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Product Webinars

Walkthroughs of the latest updates to the Revenue Orchestration Platform and BookIt

What’s New With LeanData: Product Edition | August 2025

Watch as the LeanData Product team walks through the latest updates to the Revenue Orchestration…

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What’s New With LeanData: Product Edition | January 2025

Watch as the LeanData Product team walks through the latest updates to the Revenue Orchestration…

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What’s New With LeanData: Product Edition | May 2024

Watch as the LeanData Product team walks through the latest updates to the Revenue Orchestration…

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Upcoming Events

View all upcoming events

Online

28 January

Certification: Instructor-Led Course + Exam

Online

18 March

Certification: Instructor-Led Course + Exam

Additional resources

Help Center

Need more assistance? Visit our help center for in-depth product documentation, release notes, FAQs, and contact support.

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LeanData integrations

Learn how LeanData unifies the platforms in your revenue tech stack into one seamless process to reimagine how you drive growth.

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