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Video
Referencing Entry Edges for Routing
LeanData Head of Training Kevin Au teaches you how to store the entry edge of a record so that you can use it in a later routing decision.
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Field-Specific Merging Preferences with Cloudingo
Combine LeanData's matching capabilities and FlowBuilder interface with the fine-grained merging capabilities of Cloudingo using the Cloudingo Merge Lead Integration Node in FlowBuilder.
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Prioritizing the Reporting Matched Account in Routing
Learn how to prioritize the account match stored in the reporting matched account field in LeanData from Head of Training, Kevin Au.
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Assign Multiple Owners with a Round Robin
Learn how to assign multiple owners in a round robin lead distribution pool using LeanData Flow Builder tools and graphs.
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Skip LeanData Routing on Bulk Uploads
When uploading a list, you may want to skip LeanData routing. Here is a way to exclude records from routing without affecting other records.
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