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Updating Related Records

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Do you ever need to update a different record than the one you are routing, such as a Matched Account, or a Related Activity? We walk through how you can do so using LeanData’s Update Record Node.

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

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Video
Setting Up a Data Table for Routing

If your organization uses many complex criteria for routing, you may end up with a visually cluttered graph. Here’s how to set up a Data Table in LeanData to consolidate many different decisions and actions into a single node.