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Video Don’t Notify if Routing to Same Owner
Don’t Notify if Routing to Same Owner

When routing existing records through a LeanData, you may end up assigning a record to the User who already owns it. You may want to prevent unnecessary notifications when there are no net ownership changes.

Video How to Assign Records to an Unavailable Pool Member’s Manager
How to Assign Records to an Unavailable Pool Member’s Manager

When a Round Robin Pool member is unavailable, the other members of the Pool will typically be the backup. But if you want a different User — such as the intended recipient’s manager — to be the backup instead, here is a way to set up your graph to make that assignment.

Video Creating Notification Snippets with Variables
Creating Notification Snippets with Variables

Update notifications with ease by using variables to create and manage notification snippets throughout your graph.

Video Reporting on Specific Graph Branches
Reporting on Specific Graph Branches

Have you ever needed to provide reporting on specific graph branches to determine how many records passed through certain points of your Routing Graph? Here is how you can set up your LeanData graph to capture that data in an easily reportable way.

Video Manage Volume with Recurring Routing Jobs
Manage Volume with Recurring Routing Jobs

When you manage volume with recurring routing jobs in LeanData, you leave room to prioritize more time-sensitive routing first

Video Get Started Quickly by Using Routing Templates
Get Started Quickly by Using Routing Templates

Setting up your graph? Get started quickly by using Routing Templates in LeanData to solve for some common routing use cases.

Video Referencing a Prior Value in Routing
Referencing a Prior Value in Routing

LeanData is great for updating records, but what if you need a way to remember and reference what a value was before LeanData updated it? Here is a way to reference pre-routing values in notifications.

Video Setting Up a Data Table for Routing
Setting Up a Data Table for Routing

If your organization uses many complex criteria for routing, you may end up with a visually cluttered graph. Here’s how to set up a Data Table in LeanData to consolidate many different decisions and actions into a single node.

Video Referencing Entry Edges for Routing
Referencing Entry Edges for Routing

At some point in your routing graphs, you may need to reference the specific entry edge through which a record entered the graph. Here is one way that you can store the entry edge of a record so that you can use it in a later routing decision.

Video Field-Specific Merging Preferences with Cloudingo
Field-Specific Merging Preferences with Cloudingo

Combine LeanData's matching capabilities and FlowBuilder interface with the fine-grained merging capabilities of Cloudingo using the Cloudingo Merge Lead Integration Node in FlowBuilder.

Video Prioritizing the Reporting Matched Account in Routing
Prioritizing the Reporting Matched Account in Routing

Sometimes when you're using both LeanData Tagging and Routing, you may notice that LeanData routes to a different Account than it is tagged with. Here is a way to prioritize the Account Match stored in the Reporting Matched Account field.

Video Assign Multiple Owners with a Round Robin
Assign Multiple Owners with a Round Robin

Learn how to assign multiple owners in a round robin lead distribution pool using LeanData Flow Builder tools and graphs.