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All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams

Video Creating Notification Snippets with Variables
Creating Notification Snippets with Variables

Update notifications with ease by using variables to create and manage notification snippets throughout your graph.

Video Reporting on Specific Graph Branches
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.

Video Manage Volume with Recurring Routing Jobs
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

Video Get Started Quickly by Using Routing Templates
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.

Video Referencing a Prior Value in Routing
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.

Video Setting Up a Data Table for Routing
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.

Video Referencing Entry Edges for Routing
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.

Video Field-Specific Merging Preferences with Cloudingo
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.

Video Salesforce + LeanData = Security, Accuracy, Reliability
Salesforce + LeanData = Security, Accuracy, Reliability

LeanData's tight integration with Salesforce creates better security, greater accuracy, and increased reliability in your CRM.

LeanData + Cloudingo Demo

See a demo of the LeanData-Cloudingo integration as it enables revenue teams to orchestrate intelligent plays around data they trust.

Video Prioritizing the Reporting Matched Account in Routing
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.

Video Assign Multiple Owners with a Round Robin
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.