Video
Self-Service Audit Logs
Always answering questions about why records were routed the way they were? Give your Users a direct link to the audit logs to investigate on their own.
Video
Continuing Routing After a Merge
Learn how to initiate routing on merged records to continue routing after a merge from LeanData Head of Training, Kevin Au.
eBook
Automated Scheduling Software Buying Guide & Checklist
Automated scheduling software allows individuals and groups of users to determine the best time to schedule a meeting together. Use this buyer's guide to pick the best solution for your needs.
Solution Brief
BookIt — Automated Scheduling by LeanData
Use BookIt, LeanData's automated scheduling software, to empower your prospects to immediately book meetings with the best reps for their needs, all on their own terms.
Video
Reassigning Inactive-Owned Records
Learn how to regularly go about reassigning inactive-owned records to active reps, without having to run manual batches.
Video
Stamping Duplicate Accounts
Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.