eBook
Automated Scheduling Software Buying Guide & Checklist
Automated scheduling software allows individuals and groups of users to determine the best time to schedule a meeting together. Use this buyer's guide to pick the best solution for your needs.
Video
A-B Testing in LeanData
Learn creative ways to test out different processes in your LeanData routing graph from LeanData's Head of Training, Kevin Au.
Video
Using 6sense With LeanData
Learn how to combine 6sense intent data with LeanData automation to create processes for assigning and reassigning Accounts.
Video
Referencing Alternate Working Hours with Queues
Here's how you can use SFDC queues to incorporate alternate working hours into your routing graph.
Video
Preserving Specific Values when Merging
Learn best practices when merging duplicate records in your LeanData FlowBuilder graph from LeanData Head of Training, Kevin Au.
Video
[Workshop] Orchestrating the Right Response at the Right Time
How to drive faster time to close through speed to response optimization.