Video
Load Balancing Accounts
You want to "top off" your Account managers with fresh Accounts as they finish working their...
Video
Grouping Related Leads with No Account Match
Here is a way to aggregate them together so that you can regularly review them to decide whether...
Video
Self-Service Audit Logs
Always answering questions about why records were routed the way they were? Give your Users a...
Video
Continuing Routing After a Merge
Learn how to initiate routing on merged records to continue routing after a merge from LeanData...
Video
Aligning Contacts with Account Owner
As reps come and go and contacts and Accounts get shuffled around, find out how you can create a...
Video
Assigning Contact Roles
Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.