Video
Cross Object Operations in Router
When using LeanData Router, you can begin your process on one object, then continue it on a different object. You just need to know how to identify the other object record and properly trigger it for routing purposes.
Video
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...
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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.