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The 2026 State of AI Go-to-Market Readiness Research report
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The 2026 State of AI Go-to-Market Readiness Report

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Assigning Contact Roles

Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.
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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.
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Reassigning Inactive-Owned Records

Learn how to regularly go about reassigning inactive-owned records to active reps, without having to run manual batches.
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Stamping Duplicate Accounts

Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.
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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.