LeanData’s integration with Salesloft allows a user to route prospects to the right reps.
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LeanData’s integration with Outreach allows a user to route prospects to the right reps.
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Supercharge your post-sale motion with actionable strategies to maximize revenue from existing customers. Learn how to put the "Rev" back in RevOps.
Explore strategies for building a high-performance sales culture where accountability is the norm and every rep is a true quota crusher.
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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.
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.
Update notifications with ease by using variables to create and manage notification snippets throughout your graph.
Have you ever needed to provide reporting on specific graph branches to determine how many records passed through certain points of your Routing Graph? Here is how you can set up your LeanData graph to capture that data in an easily reportable way.
When you manage volume with recurring routing jobs in LeanData, you leave room to prioritize more time-sensitive routing first
Setting up your graph? Get started quickly by using Routing Templates in LeanData to solve for some common routing use cases.
Need a way to remember and reference what a value was before LeanData updated it? Learn how to reference pre-routing values in notifications.
Do you have a visually cluttered graph? Learn how to set up a Data Table in LeanData to consolidate decisions and actions into a single node.
LeanData Head of Training Kevin Au teaches you how to store the entry edge of a record so that you can use it in a later routing decision.
