Request a demo

Resource Center

All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
Harvard Business Review research report sponsored by LeanData
eBook

Harvard Business Review Research Report: Aligning Go-to-Market Execution with Strategy

LEARN MORE
Showing 1-6 out of 65 found articles
Sort by: Newest
Video a rectangle with a green lightbulb and a leandata tips and tricks logo

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.
Video a rectangle with a green lightbulb and a leandata tips and tricks logo

Managing Long Filter Lists

Learn how to simplify the management of long exclusion lists in LeanData by leveraging data table routing functionality.
Video a rectangle with a green lightbulb and a leandata tips and tricks logo

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
Video a rectangle with a green lightbulb and a leandata tips and tricks logo

Adding Edges for Routing Prioritization

Discover how to prioritize urgent records in LeanData by adjusting entry edges in your routing graph.
Video a rectangle with a green lightbulb and a leandata tips and tricks logo

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.
Video a rectangle with a green lightbulb and a leandata tips and tricks logo

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.