Video

Grouping Related Leads with No Account Match

blue rectangle with orange light bulb and headshot of LeanData Head of Training Kevin Au explaining lead matching and routing

You might start to receive multiple Leads from a new company that do not match to any Account in your system. Here is a way to aggregate them together so that you can regularly review them to decide whether you would like to create an Account for them.

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 for more ideas.

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Tags
  • Lead Management
  • Operations
  • Revenue Orchestration
  • Tips & Tricks

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