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LeanData Account-Based Routing

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See how you can implement your account-based strategies with LeanData in this short video.

Tags
  • Account-based
  • Lead Management
  • Lead Routing
  • Marketing
  • Operations
  • Sales

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Video
Setting Up a Data Table for Routing

If your organization uses many complex criteria for routing, you may end up with a visually cluttered graph. Here’s how to set up a Data Table in LeanData to consolidate many different decisions and actions into a single node.