Video
Plotting the Course: Navigating Successful Territory Planning In The Rough Terrain of 2023
In this on-demand session, we delve into the world of territory planning, transforming it from a daunting forest into a familiar campsite. You will learn to recognize the natural patterns of account distribution, adapt to shifting market landscapes, and guide your reps in...
Video
Triggering Routing on Directional Changes
Explore a way you can compare a field's new value with its prior value in determining when to trigger routing.
Solution Brief
BookIt for Forms
Meet with high-intent prospects faster with BookIt for Forms. Allow prospects to instantly book a meeting with the right rep best suited for their needs -- directly from your webforms.
Webinar
Scaling Lead Management to Meet an Unprecedented Time
Hear from the Zoom operations team on how they scaled lead-management systems and processes with the speed and agility needed to keep up with business demand and growth at this unprecedented rate.
Video
Nested Round Robin Pools
Here is one way to create a nested round robin pool in LeanData.
Video
Continuing Routing after Conversion
Learn how to continue routing after Lead Router converts a Lead into a Contact in this Tips & Tricks video from LeanData.