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Self-Service Audit Logs

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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.

Tags
  • Lead Management
  • Operations
  • Revenue Orchestration
  • Tips & Tricks

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Video
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. Here’s one example of merging two leads with different preferences for different fields.