Learn how to introduce manual intervention in LeanData’s duplicate matching and merging process. This video walks you through setting up a workflow that allows record owners to review and override automatic merges before they happen.
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.
