Tips & Tricks
Short walkthroughs on how to set up LeanData to support common use cases from Kevin Au, Head of Training at LeanData
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4:09Watch VideoGrouping Related Leads with No Account Match
Here is a way to aggregate them together so that you can regularly review them to decide whether you would like to create an Account for them.
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6:18Watch VideoLoad Balancing Accounts
You want to "top off" your Account managers with fresh Accounts as they finish working their current Accounts, but you don't want any individual Account Owner to have more than a certain threshold.
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5:15Watch VideoContinuing Routing After a Merge
Sometimes you want to merge records, and also continue with more routing decisions and action on the merged record. Use this tip to initiate routing on merged records to continue your routing.
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5:17Watch VideoSelf-Serve Audit Logs
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.
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4:22Watch VideoUser-Initiated Routing
Ever want to give your reps the ability to send a record through a router graph without needing admin privileges? This video will show you how.
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6:02Watch VideoStamping Duplicate Accounts
Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.
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4:32Watch VideoReassigning Inactive-Owned Records
As you deactivate Users in Salesforce, you will start to have records owned by these Inactive Users. Learn how to regularly re-assign records to active reps, without having to run manual batches.
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6:43Watch VideoHandling Enrichment
There are many enrichment vendors out there. Learn how you can accommodate any enrichment software that works with Salesforce, even without a direct LeanData integration.
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6:08Watch VideoAssigning Contact Roles
Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.
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4:25Watch VideoAligning Contacts with Account Owner
As reps come and go and contacts and Accounts get shuffled around, find out how you can keep your Contact Owners aligned with the Account Owner.
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