The 2026 State of AI Go-to-Market Readiness Report
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Video
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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Selective Overwriting When Merging
When merging duplicates in LeanData sometimes you only want certain fields overwritten. Here is a way that you can selectively choose which fields you want to be overwritten on a merged record.
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Cross Object Operations in Router
When using LeanData Router, you can begin your process on one object, then continue it on a different object. You just need to know how to identify the other object record and properly trigger it for routing purposes.
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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.
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