Resource Center

Video Self-Service Audit Logs
Self-Service Audit Logs

Always answering questions about why records were routed the way they were? Give your Users a direct link to the audit logs to investigate on their own.

Video Continuing Routing After a Merge
Continuing Routing After a Merge

Learn how to initiate routing on merged records to continue routing after a merge from LeanData Head of Training, Kevin Au.

Video Aligning Contacts with Account Owner
Aligning Contacts with Account Owner

As reps come and go and contacts and Accounts get shuffled around, find out how you can create a process for aligning contacts with account owner in Salesforce.

Video Assigning Contact Roles
Assigning Contact Roles

Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.

Video Handling Enrichment
Handling Enrichment

There are many enrichment vendors out there. Learn how you can accommodate any enrichment software that works with Salesforce, even without a direct LeanData integration.

Video Reassigning Inactive-Owned Records
Reassigning Inactive-Owned Records

Learn how to regularly go about reassigning inactive-owned records to active reps, without having to run manual batches.

Video Stamping Duplicate Accounts
Stamping Duplicate Accounts

Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.

Video User-Initiated Routing
User-Initiated Routing

Ever want to give your reps the ability to send a record through a router graph without needing admin privileges? This video will show you how to set up user-initiated routing.

Video 2021 OpsStars Keynote: The Future of Customer Experience
2021 OpsStars Keynote: The Future of Customer Experience

In this OpsStars 2021 keynote, Afshar describes the importance of AI and how it can be leveraged to deliver a better stakeholder experience.

Video Conversations Over Clicks: Use Conversational AI to Increase Nurture Engagement
Conversations Over Clicks: Use Conversational AI to Increase Nurture Engagement

Join this session to learn how to complement your existing nurture strategy with Conversational AI

Video How Tableau Slayed Lead Management Dragons for a Fairytale Ending
How Tableau Slayed Lead Management Dragons for a Fairytale Ending

How Tableau Slayed Lead Management Dragons for a Fairytale Ending Join Gwen and Scott as they take you through their transformation journey to Operationalize the Sales Development organization

Video The Rise of The Revenue Innovators: A New Cohort Drives Predictable Revenue Through Uncertain Times
The Rise of The Revenue Innovators: A New Cohort Drives Predictable Revenue Through Uncertain Times

The Rise of The Revenue Innovator A New Cohort Drives Predictable Revenue Through Uncertain Times