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Speed to Lead in 2026
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Speed to Lead in 2026

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Hold Until User is Available

In this Tips and Tricks video, learn how to automatically hold records until an intended recipient becomes available.
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Offloading Complexity with Routing Scheduler

In this Tips and Tricks video, learn how to use Routing Scheduler to offload less urgent branches of your graph into a separate graph.
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Using Data Tables for Vacation Coverage

In this Tips and Tricks video, learn how to use a Data Table to automatically route record to backup assignees when reps are on vacation.
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Escalating Time to Action Urgency

In this Tips and Tricks video, learn how to create an escalating reminder system to drive accountability for follow up.
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Building a Tiered Matching System in FlowBuilder

Learn how to categorize matches into different confidence levels using your LeanData graph.
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Using Sales Engagement Variables with Data Tables

Learn how to use a Data Table and Variables to reference sequence IDs, consolidating complex logic into one single node.