As reps come and go and contacts and Accounts get shuffled around, find out how you can create a process for aligning contacts with account owner in Salesforce.
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.
Since you’re interested in the process of aligning contacts with account owner, you may also be interested in our Tips and Tricks video on Managing Volume with Recurring Routing Jobs.
