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Don’t Notify if Routing to Same Owner
Learn how to prevent unnecessary notifications when there are no net ownership changes during record assignment.
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How to Assign Records to an Unavailable Pool Member’s Manager
Learn how to assign records to an unavailable pool member's manager.
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Buying Groups Demo Video
Enterprise buying decisions have always been a team effort, but the old ways of marketing—targeting individuals or entire accounts—just aren’t working anymore. LeanData makes it easy for Marketing and Sales teams to identify and engage the right people in Buying...
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Creating Notification Snippets with Variables
Update notifications with ease by using variables to create and manage notification snippets throughout your graph.
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Reporting on Specific Graph Branches
Here is a way to report on specific graph branches, such as determining how many records passed through a certain point.
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Manage Volume with Recurring Routing Jobs
When you manage volume with recurring routing jobs in LeanData, you leave room to prioritize more time-sensitive routing first