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Video
Hold Until User is Available
In this Tips and Tricks video, learn how to automatically hold records until an intended recipient becomes available.
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Offloading Complexity with Routing Scheduler
In this Tips and Tricks video, learn how to use Routing Scheduler to offload less urgent branches of your graph into a separate graph.
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Using Data Tables for Vacation Coverage
In this Tips and Tricks video, learn how to use a Data Table to automatically route record to backup assignees when reps are on vacation.
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Escalating Time to Action Urgency
In this Tips and Tricks video, learn how to create an escalating reminder system to drive accountability for follow up.
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Building a Tiered Matching System in FlowBuilder
Learn how to categorize matches into different confidence levels using your LeanData graph.
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Using Sales Engagement Variables with Data Tables
Learn how to use a Data Table and Variables to reference sequence IDs, consolidating complex logic into one single node.
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Organizing Graph Layouts with Pivot Nodes
If you have a disorganized graph with crossed lines, this video will teach you how to use a pivot node to create clean lines.
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Standardizing Field Values with Data Tables
Learn how to perform mass data standardization using Data Tables in this Tips and Tricks video.
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Quote Approvals with Any Object Routing and NotifyPlus
When deals need quick approvals for discounts or quotes, manual processes can create bottlenecks. Using LeanData's Any Object Routing with NotifyPlus Slack Integration, you can automate the routing of quote approvals directly through Slack.
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Initiate Routing from Related Activity Updates
Here's how to trigger routing when existing related tasks are updated, allowing you to automate cross object assignments and field updates.
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Hold Until Working Hours
Using LeanData's Hold Until node with working hours, you can automatically hold record assignments until the intended recipient's working hours begin.
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Automatically Reassigning Old or Expired Records
Here is an efficient solution for regularly cleaning up record ownership and ensuring your team focuses only on what will produce the most results.