eBook
LeanData on LeanData ebook
Yes! We use our own technology to orchestrate GTM plays. Learn five of the most successful plays from the LeanData RevOps team playbook.
Video
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.
Video
Looking for a Value in a Multi-Select Picklist
Here are two ways you can set up your nodes to look for a one out of several options in a multi-select picklist.
Customer Story
Snowflake Scales Account Based Plays with LeanData Revenue Orchestration
Snowflake leverages LeanData Revenue Orchestration to optimize account-based plays, streamline lead routing, and automation.
Video
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.
Video
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.