OpsStars 2025 Recap: How AI is Redefining GTM
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OpsStars
Video
Continuing Routing After a Merge
Learn how to initiate routing on merged records to continue routing after a merge from LeanData Head of Training, Kevin Au.
Video
Aligning Contacts with Account Owner
As reps come and go and contacts and Accounts get shuffled around, find out how you can create a process for aligning contacts with account owner in Salesforce.
Video
Assigning Contact Roles
Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.
Video
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.
Video
Reassigning Inactive-Owned Records
Learn how to regularly go about reassigning inactive-owned records to active reps, without having to run manual batches.
Video
Stamping Duplicate Accounts
Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.
Video
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.