See why Palo Alto Networks selected LeanData to orchestrate their buying groups motion.

Read the full success story
Video

Grouping Related Leads with No Account Match

blue rectangle with orange light bulb and headshot of LeanData Head of Training Kevin Au explaining lead matching and routing

You might start to receive multiple Leads from a new company that do not match to any Account in your system. Here is a way to aggregate them together so that you can regularly review them to decide whether you would like to create an Account for them.

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.

Need help with LeanData? Check out our Help Center.

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

Related Resources

Welcome to the LeanData Resource Center. We hope you will
find content interesting to read, watch and share.

Infographic
Buying Groups Cheat Sheet

Tired of lead-based chaos? Grab the Buying Groups Cheat Sheet and see how real revenue power comes from engaging the entire buying committee.