Video
Don’t Notify if Routing to Same Owner
Learn how to prevent unnecessary notifications when there are no net ownership changes during record assignment.
Video
How to Assign Records to an Unavailable Pool Member’s Manager
Learn how to assign records to an unavailable pool member's manager.
Video
Creating Notification Snippets with Variables
Update notifications with ease by using variables to create and manage notification snippets throughout your graph.
Video
Reporting on Specific Graph Branches
Here is a way to report on specific graph branches, such as determining how many records passed through a certain point.
Video
Manage Volume with Recurring Routing Jobs
When you manage volume with recurring routing jobs in LeanData, you leave room to prioritize more time-sensitive routing first
Video
Get Started Quickly by Using Routing Templates
Setting up your graph? Get started quickly by using Routing Templates in LeanData to solve for some common routing use cases.