Integrated Scheduling in Practice: Lessons from ChowNow’s Ops Team
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Video
Force Matches to Specific Accounts
Learn how to handle special matching scenarios in LeanData by using variables and data tables to force matches to specific subsets of accounts
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Adding Edges for Routing Prioritization
Discover how to prioritize urgent records in LeanData by adjusting entry edges in your routing graph.
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Automatically Remove Users Who Miss SLAs from Pools
Learn how to automatically add and remove users from round robin pools as well as update user records in LeanData.
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Add an Incremental Counter Field to your Records
Learn how to set up a Data Table to increment a counter field every time a record passes through a routing graph.
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Don’t Notify if Routing to Same Owner
Learn how to prevent unnecessary notifications when there are no net ownership changes during record assignment.
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