LeanData’s integration with Salesloft allows a user to route prospects to the right reps.
Slack has transformed business communication– it’s the platform where work can happen.
Expertly target and engage high-value accounts when they’re ready to buy.
LeanData’s integration with Outreach allows a user to route prospects to the right reps.
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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Since you’re interesting in continuing routing after a merge, you might also want to check out our Tips and Tricks video on Continuing Routing after Conversion.
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When routing existing records through a LeanData, you may end up assigning a record to the User who already owns it. You may want to prevent unnecessary notifications when there are no net ownership changes.
