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Update Pools with Conditional Membership

Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.

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How Maxio’s RevOps Team Used LeanData to Stay Nimble As They Merged Two Companies

Maxio builds and automates GTM plays in LeanData that are not only good for the business, but also create the best digital experience for the customer.

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Summiting Silicon: Scaling the Peaks with Marketing and Sales Alignment 

Marketing is critical in scaling the heights of success. In this session, equip yourself with invaluable insights from our esteemed marketing mountaineers who've successfully conquered these peaks.

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Plotting the Course: Navigating Successful Territory Planning In The Rough Terrain of 2023

In this on-demand session, we delve into the world of territory planning, transforming it from a daunting forest into a familiar campsite. You will learn to recognize the natural patterns of account distribution, adapt to shifting market landscapes, and guide your reps in navigating their own territories with confidence.

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Referencing Different Matches with Variables

Sometimes you need to use different matches for different purposes. LeanData's Object Variables will allow you to store different matches in different Variables and reference them whenever you need.

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Updating Related Records

Do you ever need to update a different record than the one you are routing, such as a Matched Account, or a Related Activity? We walk through how you can do so using LeanData's Update Record Node.