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Update Pools with Conditional Membership

Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.
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Bypassing Validation Rules

As a native Salesforce solution, LeanData is subject to any validation or duplicate prevention rules you have in Salesforce. Here is a way that you can exclude specific Users.
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LeanData Account-Based Routing

See how you can implement your account-based strategies with LeanData in this short video.
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Inbound Lead Routing With LeanData

Speed to lead, your lead response time, is critical in winning your Inbound customers. There are no consolation prizes for...
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Account-Based Lead Routing With LeanData

Account-based marketing and selling strategies are all about the account. Learn how LeanData’s best-in-class fuzzy matching algorithm matches leads to...
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LeanData Routing Explainer Video

LeanData Routing helps sales, marketing and operations teams collaborate and easily build complex lead, contacts, and account distribution flows with...