Getting started
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.
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.
Certification
Our certification course is an advanced deep dive to help you unlock the full potential of LeanData. Recommended for all admins.
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…
Initiate Routing from Related Activity Updates
Here’s how to trigger routing when existing related tasks are updated, allowing you to automate…
Quote Approvals with Any Object Routing and NotifyPlus
When deals need quick approvals for discounts or quotes, manual processes can create bottlenecks….
Add an Incremental Counter Field to your Records
Learn how to set up a Data Table to increment a counter field every time a record passes through a…
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.
Graph Optimization Toolkit
LeanData’s Graph Optimization toolkit lays out practical recommendations for building, maintaining,…
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…
What’s New With LeanData: Product Edition | January 2025
Watch as the LeanData Product team walks through the latest updates to the Revenue Orchestration…
Additional resources
Help Center
Need more assistance? Visit our help center for in-depth product documentation, release notes, FAQs, and contact support.
LeanData integrations
Learn how LeanData unifies the platforms in your revenue tech stack into one seamless process to reimagine how you drive growth.