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When deals need quick approvals for discounts or quotes, manual processes can create bottlenecks. Using LeanData's Any Object Routing with NotifyPlus Slack Integration, you can automate the routing of quote approvals directly through Slack.
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Learn how B2B leaders from Palo Alto Networks and Siemens successfully transformed their marketing strategies from lead-centric to buying group approaches. Discover practical insights on change management, tech stack evolution, and measuring success in this expert panel.
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Here's how to trigger routing when existing related tasks are updated, allowing you to automate cross object assignments and field updates.
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Using LeanData's Hold Until node with working hours, you can automatically hold record assignments until the intended recipient's working hours begin.
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Is your revenue team struggling with lead routing inefficiencies, data fragmentation, or slow response times?
This webinar features three RevOps executives who shared proven strategies to overcome these challenges and build more predictable revenue streams.
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Here is an efficient solution for regularly cleaning up record ownership and ensuring your team focuses only on what will produce the most results.
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Learn how to set up a workflow that allows record owners to review and override automatic merges before they happen.
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2025 GTM strategies - same old playbook? Doubt it. The best are already evolving. AI is no longer just a buzzword, MQLs are fading, and new success metrics are taking over. So, what should you measure? And how do you align your teams for real growth? We’ve got the insights.
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Learn how to simplify the management of long exclusion lists in LeanData by leveraging data table routing functionality.
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Stay ahead in ABM with the 2025 Playbook. Learn 5 practical tactics to personalize outreach, improve lead response times, and drive pipeline growth. Watch the on-demand webinar and make your strategy more effective.
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Learn how to handle special matching scenarios in LeanData by using variables and data tables to force matches to specific subsets of accounts
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Discover how to prioritize urgent records in LeanData by adjusting entry edges in your routing graph.