Resource Center

Assigning Contact Roles
Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.
Handling Enrichment
There are many enrichment vendors out there. Learn how you can accommodate any enrichment software that works with Salesforce, even without a direct LeanData integration.
Reassigning Inactive-Owned Records
Learn how to regularly go about reassigning inactive-owned records to active reps, without having to run manual batches.
Stamping Duplicate Accounts
Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.
User-Initiated Routing
Ever want to give your reps the ability to send a record through a router graph without needing admin privileges? This video will show you how to set up user-initiated routing.