Video

Assigning Contact Roles

LeanData Tips and Tricks thumbnail for a video on assigning contact roles

Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.

LeanData Tips and Tricks videos are short videos to walk you through how to set up specific use cases. These are great to learn new ways to leverage LeanData that you might not have thought of! Explore more Tips and Tricks videos for more ideas.

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Tags
  • Lead Management
  • Operations
  • Revenue Orchestration
  • Tips & Tricks

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