The 2026 State of AI Go-to-Market Readiness Report
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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.
Video
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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