Video
Initiate Routing from Related Activity Updates
Here's how to trigger routing when existing related tasks are updated, allowing you to automate cross object assignments and field updates.
Video
Hold Until Working Hours
Using LeanData's Hold Until node with working hours, you can automatically hold record assignments until the intended recipient's working hours begin.
Video
Automatically Reassigning Old or Expired Records
Here is an efficient solution for regularly cleaning up record ownership and ensuring your team focuses only on what will produce the most results.
Video
Allowing Manual Overrides Before Merging Duplicates
Learn how to set up a workflow that allows record owners to review and override automatic merges before they happen.
Video
2025 GTM Trends: What the Best-in-Class Are Doing Differently
2025 GTM strategies - same old playbook? Doubt it. The best are already evolving. AI is no longer just a buzzword, MQLs are fading, and new success metrics are taking over. So, what should you measure? And how do you align your teams for real growth? We’ve got the insights.
Video
Managing Long Filter Lists
Learn how to simplify the management of long exclusion lists in LeanData by leveraging data table routing functionality.