LeanData’s integration with Salesloft allows a user to route prospects to the right reps.
Slack has transformed business communication– it’s the platform where work can happen.
Expertly target and engage high-value accounts when they’re ready to buy.
LeanData’s integration with Outreach allows a user to route prospects to the right reps.
All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
Struggling with DIY lead management in Salesforce? Discover the pros, cons, and smarter path to a scalable GTM execution solution in this essential guide for growth-minded teams.
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Learn how to assign records to an unavailable pool member's manager.
Update notifications with ease by using variables to create and manage notification snippets throughout your graph.
Here is a way to report on specific graph branches, such as determining how many records passed through a certain point.
When you manage volume with recurring routing jobs in LeanData, you leave room to prioritize more time-sensitive routing first
Setting up your graph? Get started quickly by using Routing Templates in LeanData to solve for some common routing use cases.
Need a way to remember and reference what a value was before LeanData updated it? Learn how to reference pre-routing values in notifications.
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.
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.
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.
Learn how to prioritize the account match stored in the reporting matched account field in LeanData from Head of Training, Kevin Au.
Learn how to assign multiple owners in a round robin lead distribution pool using LeanData Flow Builder tools and graphs.
When uploading a list, you may want to skip LeanData routing. Here is a way to exclude records from routing without affecting other records.
