Integrated Scheduling in Practice: Lessons from ChowNow’s Ops Team
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Track Fields with Routing Metrics Mapping
Tracking the history of certain fields is incredibly useful for troubleshooting, but there are limits to how many fields you can track in Salesforce. Here is how to set up Routing Metrics Mapping to track fields in your LeanData Logs.
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Appending Text to a Field
You may know that LeanData can update fields, but sometimes you may need to append additional text to a field instead of replacing it entirely. Here is how to do that in LeanData Router.
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Preventing Double Routing
As a new lead continues to interact with assets on your website, it may get updated multiple times shortly after it is created, leading to routing the record twice. Here is one way to go about preventing double routing.
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Account-Based Lead Routing With LeanData
Account-based marketing and selling strategies are all about the account. Learn how LeanData’s best-in-class fuzzy matching algorithm matches leads to...
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LeanData Account-Based Routing
See how you can implement your account-based strategies with LeanData in this short video.
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