eBook
2023 OpsStars Awards: Lead Management Program Transformation of the Year – Large Enterprise
This year's award recognized Rocket Software for an operations-led initiative that drove transformational change in the people, process and technology of the lead management engine to improve speed, accuracy and agility lead distribution and response.
eBook
2023 OpsStars Awards: Lead Management Program Transformation of the Year – Emerging Enterprise
This award recognizes Autodesk Construction for an operations-led initiative that drove transformational change in the people, process and technology of the lead management engine to improve speed, accuracy and agility.
eBook
2023 OpsStars Awards: The Winning Stories
The OpsStars Awards recognize ops professionals for the innovative projects and programs that help their companies grow. This year’s winners exemplify the OpsStars 2023 theme — Activate the Ultimate Revenue Machine.
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Selective Overwriting When Merging
When merging duplicates in LeanData sometimes you only want certain fields overwritten. Here is a way that you can selectively choose which fields you want to be overwritten on a merged record.
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Cross Object Operations in Router
When using LeanData Router, you can begin your process on one object, then continue it on a different object. You just need to know how to identify the other object record and properly trigger it for routing purposes.
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Triggering Routing on Directional Changes
Explore a way you can compare a field's new value with its prior value in determining when to trigger routing.