Tracking timely follow-up is crucial but difficult when reps don’t update fields consistently. You can utilize the Hold-Until Node with sales engagement tools to automate this through synchronized Salesforce tasks.

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.

Need help with LeanData? Check out our Help Center for documentation.