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The 2026 State of AI Go-to-Market Readiness Research report
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The 2026 State of AI Go-to-Market Readiness Report

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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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Managing Long Filter Lists

Learn how to simplify the management of long exclusion lists in LeanData by leveraging data table routing functionality.
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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.