Video

Skip LeanData Routing on Bulk Uploads

Embed Video Preview

Sometimes you are uploading a large list or making some bulk changes to records, and you want to skip or bypass LeanData routing for these records. Here is a way to exclude these records from LeanData Routing without affecting routing for other records.

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

Related Resources

Welcome to the LeanData Resource Center. We hope you will
find content interesting to read, watch and share.

Video
Manage Volume with Recurring Routing Jobs

Learn how to prioritize urgent records in your CRM by offloading less time-sensitive records to a recurring routing job. This ensures that urgent records are processed quickly, while less critical records are still assigned.