Resource Center

Organizing Graph Layouts with Pivot Nodes
If you have a disorganized graph with crossed lines, this video will teach you how to use a pivot node to create clean lines.
Standardizing Field Values with Data Tables
Learn how to perform mass data standardization using Data Tables in this Tips and Tricks video.
Ops Excellence in Action: Award-Winning Leaders Share Their Playbooks
What does it take to become OpsStar of the Year? Hear from past winners as they share the strategies, GTM trends, and playbooks shaping the future of revenue operations. Includes a preview of the 2025 finalists.
Designing a GTM Engine That Scales: When to Optimize, Extend, or Replace Your Current Systems
Is your GTM engine built to scale? Discover how RevOps and Salesforce leaders can spot system breakdowns, overcome tech debt, and choose the right path forward—whether it’s optimizing, extending, or replacing your infrastructure.
LeanData Customer Spotlight: Palo Alto Networks
Palo Alto Networks shares how they’ve used LeanData to evolve their go-to-market strategy by embracing the Buying Group–centered model.
Transform Your GTM: Orchestrating Revenue with Buying Groups Edition
Discover how Buying Groups Edition gives full visibility into enterprise deals, improves CRM accuracy, and drives multi-threaded pipeline growth.
Marketing Profs Demo Day: Buying groups Edition demo with LeanData
In this session, we showed how LeanData Buying Groups Edition tapped into Salesforce to give Sales, Marketing, and RevOps full visibility into the actual people driving enterprise decisions.
Driving Revenue with Buying Groups: LeanData Demo Day
Watch this RevGenius Demo Day session to see how LeanData’s Buying Groups Edition helps revenue teams engage full buying committees and drive more accurate pipeline inside Salesforce. Senior Solutions Consultant Rob Deutsche walks through a 7-step Buying Group Journey to show how top GTM teams turn signals into smarter, faster deal cycles.
Quote Approvals with Any Object Routing and NotifyPlus
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.
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.
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.
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.