Video

Using Data Tables for Vacation Coverage

Tips & Tricks Operations Video
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When team members take vacations, their leads need to be covered by backup reps to maintain responsiveness. In this video, we show you how to use Data Tables and User Schedules to automatically route records to designated backup reps when the intended assignee is on vacation. This approach allows you to manage vacation coverage mappings in a centralized data table without modifying your routing graphs.

LeanData Tips and Tricks videos are short videos to walk you through how to set up specific use cases. These are great to learn new ways to leverage LeanData that you might not have thought of! Explore more Tips and Tricks videos in the Resource Center for more ideas.

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Tips & Tricks