Video

Get Started Quickly by Using Routing Templates

a blue rectangle with a headshot of Kevin Au, head of LeanData Training, sharing tips and tricks

Getting started with LeanData routing is easy whether you already know what you want or you are looking for some ideas. Get Started Quickly by Using Routing Templates!

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.

Once you’re up and running with your routing graph, might also like our Tips and Tricks video on A-B Testing in LeanData.

Tags
  • Tips & Tricks

Related Resources

Welcome to the LeanData Resource Center. We hope you will
find content interesting to read, watch and share.

Video
How to Assign Records to an Unavailable Pool Member’s Manager

When a Round Robin Pool member is unavailable, the other members of the Pool will typically be the backup. But if you want a different User — such as the intended recipient’s manager — to be the backup instead, here is a way to set up your graph to make that assignment.