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User-Initiated Routing

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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.

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

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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.