Video
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
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Adding Edges for Routing Prioritization
Discover how to prioritize urgent records in LeanData by adjusting entry edges in your routing graph.
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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.
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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.
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Automatically Remove Users Who Miss SLAs from Pools
Learn how to automatically add and remove users from round robin pools as well as update user records in LeanData.
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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 routing graph.