Video
Use AI to Classify Lead Quality from Open-Ended Form Responses
This video shows how to configure LeanData's AI Inference Node to interpret unstructured form...
Video
Reference Parent Accounts with the Account Hierarchies Match Node
This video walks through how to use the Account Hierarchy Match Node in LeanData FlowBuilder to...
Video
Using Sales Engagement Tools to Satisfy Hold until Conditions
Learn how to utilize a Hold Until Node with sales engagement tools to track time to follow up.
Video
Offloading Complexity with Routing Scheduler
In this Tips and Tricks video, learn how to use Routing Scheduler to offload less urgent branches...
Video
Round Robin Values Instead of Users
Learns how to assign different values to incoming records without changing ownership using round...
Video
Tracking Time to Action Beyond Expiration
Learn how to keep your original SLAs tracking actual response times even after a Hold Until node...