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

Video Introducing LeanData BookIt
Introducing LeanData BookIt

Please allow us to introduce you to the disruptor in the automated business meeting scheduling category, LeanData BookIt. Unlike old-school...

eBook 2022 Inbound & Outbound Sales Pipeline Performance Benchmarking Report
2022 Inbound & Outbound Sales Pipeline Performance Benchmarking Report

LeanData, in collaboration with Atrium, Clearbit, Modern Sales Pros and RevOps Squared, conducted research throughout July and August, 2022 to benchmark inbound & outbound pipeline performance.

Customer Story F5 Improves Customer Experience and Speed to Lead with LeanData Automation
F5 Improves Customer Experience and Speed to Lead with LeanData Automation

With LeanData, speed to lead and accountability are now built into the lead management process for F5 allowing them to improve the customer experience.

eBook The State of B2B Lead Management 2022 ebook
The State of B2B Lead Management 2022 ebook

Find out what we learned from 1,700+ B2B Sales, Marketing & Operations professionals on how they're managing their leads for success...and their greatest challenges.

Video Skip LeanData Routing on Bulk Uploads
Skip LeanData Routing on Bulk Uploads

When uploading a list, you may want to skip LeanData routing. Here is a way to exclude records from routing without affecting other records.

Video Looking for a Value in a Multi-Select Picklist
Looking for a Value in a Multi-Select Picklist

Here are two ways you can set up your nodes to look for a one out of several options in a multi-select picklist.

Video Triggering Routing on Directional Changes
Triggering Routing on Directional Changes

Explore a way you can compare a field's new value with its prior value in determining when to trigger routing.

Video Nested Round Robin Pools
Nested Round Robin Pools

Here is one way to create a nested round robin pool in LeanData.

Video Continuing Routing after Conversion
Continuing Routing after Conversion

Learn how to continue routing after Lead Router converts a Lead into a Contact in this Tips & Tricks video from LeanData.

Video Track Fields with Routing Metrics Mapping
Track Fields with Routing Metrics Mapping

Tracking the history of certain fields is incredibly useful for troubleshooting, but there are limits to how many fields you can track in Salesforce. Here is how to set up Routing Metrics Mapping to track fields in your LeanData Logs.

Video Appending Text to a Field
Appending Text to a Field

You may know that LeanData can update fields, but sometimes you may need to append additional text to a field instead of replacing it entirely. Here is how to do that in LeanData Router.

Video Preventing Double Routing
Preventing Double Routing

As a new lead continues to interact with assets on your website, it may get updated multiple times shortly after it is created, leading to routing the record twice. Here is one way to go about preventing double routing.