How to Modernize Your Account-Based Marketing Motion
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Account Based Marketing
Video
Organizing Graph Layouts with Pivot Nodes
If you have a disorganized graph with crossed lines, this video will teach you how to use a pivot node to create clean lines.
Video
Standardizing Field Values with Data Tables
Learn how to perform mass data standardization using Data Tables in this Tips and Tricks video.
Video
Quote Approvals with Any Object Routing and NotifyPlus
When deals need quick approvals for discounts or quotes, manual processes can create bottlenecks. Using LeanData's Any Object Routing with NotifyPlus Slack Integration, you can automate the routing of quote approvals directly through Slack.
Video
Initiate Routing from Related Activity Updates
Here's how to trigger routing when existing related tasks are updated, allowing you to automate cross object assignments and field updates.
Video
Hold Until Working Hours
Using LeanData's Hold Until node with working hours, you can automatically hold record assignments until the intended recipient's working hours begin.
Video
Automatically Reassigning Old or Expired Records
Here is an efficient solution for regularly cleaning up record ownership and ensuring your team focuses only on what will produce the most results.
Video
Allowing Manual Overrides Before Merging Duplicates
Learn how to set up a workflow that allows record owners to review and override automatic merges before they happen.
Video
Managing Long Filter Lists
Learn how to simplify the management of long exclusion lists in LeanData by leveraging data table routing functionality.
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Force Matches to Specific Accounts
Learn how to handle special matching scenarios in LeanData by using variables and data tables to force matches to specific subsets of accounts
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Adding Edges for Routing Prioritization
Discover how to prioritize urgent records in LeanData by adjusting entry edges in your routing graph.
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Automatically Remove Users Who Miss SLAs from Pools
Learn how to automatically add and remove users from round robin pools as well as update user records in LeanData.
Video
Add an Incremental Counter Field to your Records
Learn how to set up a Data Table to increment a counter field every time a record passes through a routing graph.