Video
Nested Round Robin Pools
Here is one way to create a nested round robin pool in LeanData.
Video
Continuing Routing after Conversion
Learn how to continue routing after Lead Router converts a Lead into a Contact in this Tips & Tricks video from LeanData.
Video
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.
Video
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.
Webinar
STEAL THAT PLAYBOOK: Ideas to Make Your Buyers Champions for Life
Join a panel of revenue experts from LeanData, UserGems and Sendoso, as they discuss tried-and-tested playbooks for activating your best champions to close more deals, drive ROI, and build lifelong loyalty.
Solution Brief
Transforming Buyer Signals into Buyer Decisions
Revenue orchestration ensures high-priority, high-value buyer signals are surfaced and acted upon, driving engagement, facilitating the buying journey, and delivering a world-class buying experience.