Resource Center

All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams

Video Initiate Routing from Related Activity Updates
Initiate Routing from Related Activity Updates

Here's how to trigger routing when existing related tasks are updated, allowing you to automate cross object assignments and field updates.

Video Hold Until Working Hours
Hold Until Working Hours

Using LeanData's Hold Until node with working hours, you can automatically hold record assignments until the intended recipient's working hours begin.

Video Best Practices for Scale and Efficiency in RevOps
Best Practices for Scale and Efficiency in RevOps

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.

Video Automatically Reassigning Old or Expired Records
Automatically Reassigning Old or Expired Records

Here is an efficient solution for regularly cleaning up record ownership and ensuring your team focuses only on what will produce the most results.

Video Allowing Manual Overrides Before Merging Duplicates
Allowing Manual Overrides Before Merging Duplicates

Learn how to set up a workflow that allows record owners to review and override automatic merges before they happen.

Video 2025 GTM Trends: What the Best-in-Class Are Doing Differently
2025 GTM Trends: What the Best-in-Class Are Doing Differently

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.

Video Managing Long Filter Lists
Managing Long Filter Lists

Learn how to simplify the management of long exclusion lists in LeanData by leveraging data table routing functionality.

Video 2025 ABM Playbook: 5 Tactics to Stay Ahead
2025 ABM Playbook: 5 Tactics to Stay Ahead

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.

Video Force Matches to Specific Accounts
Force Matches to Specific Accounts

Learn how to handle special matching scenarios in LeanData by using variables and data tables to force matches to specific subsets of accounts

Video Adding Edges for Routing Prioritization
Adding Edges for Routing Prioritization

Discover how to prioritize urgent records in LeanData by adjusting entry edges in your routing graph.

Video Turn Buyer Signals into Buying Decisions
Turn Buyer Signals into Buying Decisions

Our Enterprise Customer Success Manager, Christina Bianchi, recently sat down with RevGenius to share how LeanData empowers sales and marketing teams to align seamlessly with their customers' journey.

Video Selling the Way Business Buys: Introducing Buying Groups
Selling the Way Business Buys: Introducing Buying Groups

Learn how to increase win rates while decreasing sales velocity with the new B2B marketing model known as a Buying Groups motion.