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Video
Don’t Notify if Routing to Same Owner
Learn how to prevent unnecessary notifications when there are no net ownership changes during record assignment.
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How to Assign Records to an Unavailable Pool Member’s Manager
Learn how to assign records to an unavailable pool member's manager.
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Creating Notification Snippets with Variables
Update notifications with ease by using variables to create and manage notification snippets throughout your graph.
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Reporting on Specific Graph Branches
Here is a way to report on specific graph branches, such as determining how many records passed through a certain point.
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Manage Volume with Recurring Routing Jobs
When you manage volume with recurring routing jobs in LeanData, you leave room to prioritize more time-sensitive routing first
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Get Started Quickly by Using Routing Templates
Setting up your graph? Get started quickly by using Routing Templates in LeanData to solve for some common routing use cases.
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Referencing a Prior Value in Routing
Need a way to remember and reference what a value was before LeanData updated it? Learn how to reference pre-routing values in notifications.
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Setting Up a Data Table for Routing
Do you have a visually cluttered graph? Learn how to set up a Data Table in LeanData to consolidate decisions and actions into a single node.
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Referencing Entry Edges for Routing
LeanData Head of Training Kevin Au teaches you how to store the entry edge of a record so that you can use it in a later routing decision.
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Field-Specific Merging Preferences with Cloudingo
Combine LeanData's matching capabilities and FlowBuilder interface with the fine-grained merging capabilities of Cloudingo using the Cloudingo Merge Lead Integration Node in FlowBuilder.
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Prioritizing the Reporting Matched Account in Routing
Learn how to prioritize the account match stored in the reporting matched account field in LeanData from Head of Training, Kevin Au.
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Assign Multiple Owners with a Round Robin
Learn how to assign multiple owners in a round robin lead distribution pool using LeanData Flow Builder tools and graphs.