Video

Force Matches to Specific Accounts

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Learn how to handle special matching scenarios in LeanData by using variables and data tables to force matches to specific subsets of accounts. This method is ideal for special account types that may have unique matching criteria like partner or government accounts.

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.

Want more you? You might also like our Tips and Tricks video on Data Table Routing.

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