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