Integrated Scheduling in Practice: Lessons from ChowNow’s Ops Team
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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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Update Pools with Conditional Membership
Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.
Customer Story
How Maxio’s RevOps Team Used LeanData to Stay Nimble As They Merged Two Companies
Maxio builds and automates GTM plays in LeanData that are not only good for the business, but also create the best digital experience for the customer.
Customer Story
Global Workforce Management Leader Powers Revenue Process Transformation with LeanData
As Remote migrated from Hubspot to Salesforce, Molly Young knew that LeanData would be critical to execute their evolving go-to-market strategies.
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