Watch as the LeanData Product team walks through the latest updates to the Revenue Orchestration Platform and BookIt to set you up for success this year!
You’ll learn how the latest updates:
- Improve Speed to Lead with Group Booking and the Meetings Metrics Dashboard in BookIt
- Improve flexibility and Enrichment via Hold Until and new integrations with Cloudingo and Crossbeam
- Increase Accuracy with Custom Match Fields and Related Record updates
Timestamps:
2:52 – BookIt Forms: Group Booking
6:36 – BookIt Forms: Meeting Metrics Dashboard
12:01 – BookIt Form: Scheduling Experience Redesign
17:02 – Integrations: Crossbeam
21:33 – Integrations: Cloudingo Deduplication
25:05 – Integrations: Enrichment via Hold Until
28:19 – Routing: Object Variables
32:21 – Routing: Get Records
36:55 – Routing: Related Records Updates
40:32 – Routing: Dynamic Pools Bulk Sync
42:35 – Matching: Custom Match Fields
