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Integrated Scheduling in Practice: Lessons from ChowNow’s Ops Team
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Integrated Scheduling in Practice: Lessons from ChowNow’s Ops Team

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Grouping Related Leads with No Account Match

Here is a way to aggregate them together so that you can regularly review them to decide whether you would like to create an Account for them.
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LeanData & Microsoft Teams Integration

Learn how LeanData’s seamless integration with Microsoft Teams provides the ability to automate instant notifications that rapidly alert revenue team members any time a record is assigned to them.
Solution Brief

LeanData & 6sense Integration

LeanData's integration of 6sense allows revenue teams to eliminate guesswork and expertly target, engage and convert high-value buyers from targeted accounts at the optimal time for the prospect.
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Self-Service Audit Logs

Always answering questions about why records were routed the way they were? Give your Users a direct link to the audit logs to investigate on their own.
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Continuing Routing After a Merge

Learn how to initiate routing on merged records to continue routing after a merge from LeanData Head of Training, Kevin Au.
Solution Brief

BookIt — Automated Scheduling by LeanData

Use BookIt, LeanData's automated scheduling software, to empower your prospects to immediately book meetings with the best reps for their needs, all on their own terms.