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Speed to Lead in 2026
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Speed to Lead in 2026

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Skip LeanData Routing on Bulk Uploads

When uploading a list, you may want to skip LeanData routing. Here is a way to exclude records from routing without affecting other records.
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Looking for a Value in a Multi-Select Picklist

Here are two ways you can set up your nodes to look for a one out of several options in a multi-select picklist.
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Triggering Routing on Directional Changes

Explore a way you can compare a field's new value with its prior value in determining when to trigger routing.

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Nested Round Robin Pools

Here is one way to create a nested round robin pool in LeanData.
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Continuing Routing after Conversion

Learn how to continue routing after Lead Router converts a Lead into a Contact in this Tips & Tricks video from LeanData.
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Track Fields with Routing Metrics Mapping

Tracking the history of certain fields is incredibly useful for troubleshooting, but there are limits to how many fields you can track in Salesforce. Here is how to set up Routing Metrics Mapping to track fields in your LeanData Logs.