Video
Use AI to Classify Lead Quality from Open-Ended Form Responses
This video shows how to configure LeanData's AI Inference Node to interpret unstructured form responses, classify lead quality as High, Medium, or Low, and use that output to drive downstream routing decisions.
Video
Reference Parent Accounts with the Account Hierarchies Match Node
This video walks through how to use the Account Hierarchy Match Node in LeanData FlowBuilder to retrieve parent or related accounts from your hierarchy and apply that data to downstream routing logic.
Video
Updating Multiple Records with Collections
Learn how to make changes to many related records simultaneously using Collections.
Video
Round Robin Values Instead of Users
Learns how to assign different values to incoming records without changing ownership using round robins.
Video
Tracking Time to Action Beyond Expiration
With Extended Tracking on the Track SLA node, LeanData holds the record past the SLA Timer and keeps measuring Time-to-Action without stacking extra nodes or stitching logs together.
Video
Using Sales Engagement Tools to Satisfy Hold until Conditions
Learn how to utilize a Hold Until Node with sales engagement tools to track time to follow up.