Integrated Scheduling in Practice: Lessons from ChowNow’s Ops Team
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Video
Using Data Tables for Vacation Coverage
In this Tips and Tricks video, learn how to use a Data Table to automatically route record to backup assignees when reps are on vacation.
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Escalating Time to Action Urgency
In this Tips and Tricks video, learn how to create an escalating reminder system to drive accountability for follow up.
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Building a Tiered Matching System in FlowBuilder
Learn how to categorize matches into different confidence levels using your LeanData graph.
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Using Sales Engagement Variables with Data Tables
Learn how to use a Data Table and Variables to reference sequence IDs, consolidating complex logic into one single node.
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Organizing Graph Layouts with Pivot Nodes
If you have a disorganized graph with crossed lines, this video will teach you how to use a pivot node to create clean lines.
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