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Cross Object Operations in Router

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When using LeanData Router, you can begin your process on one object, then continue it on a different object. You just need to know how to identify the other object record and properly trigger it for routing purposes.

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

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