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Quote Approvals with Any Object Routing and NotifyPlus
When deals need quick approvals for discounts or quotes, manual processes can create bottlenecks. Using LeanData's Any Object Routing with NotifyPlus Slack Integration, you can automate the routing of quote approvals directly through Slack.
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Initiate Routing from Related Activity Updates
Here's how to trigger routing when existing related tasks are updated, allowing you to automate cross object assignments and field updates.
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Hold Until Working Hours
Using LeanData's Hold Until node with working hours, you can automatically hold record assignments until the intended recipient's working hours begin.
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Automatically Reassigning Old or Expired Records
Here is an efficient solution for regularly cleaning up record ownership and ensuring your team focuses only on what will produce the most results.
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Allowing Manual Overrides Before Merging Duplicates
Learn how to set up a workflow that allows record owners to review and override automatic merges before they happen.
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