Video

Hold Until User is Available

Tips & Tricks Operations Video
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When users are unavailable to receive new records, you typically have to either assign them anyway or find another user to handle them. Using LeanData’s Hold Until node, you can automatically hold records until the intended recipient becomes available. This prevents time-sensitive records from getting buried under other notifications and ensures users receive their assignments at the right time.

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 in the Resource Center for more ideas.

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Tips & Tricks