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Initiate Routing from Related Activity Updates
Here's how to trigger routing when existing related tasks are updated, allowing you to automate cross object assignments and field updates.
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Hold Until Working Hours
Using LeanData's Hold Until node with working hours, you can automatically hold record assignments until the intended recipient's working hours begin.
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Automatically Reassigning Old or Expired Records
Here is an efficient solution for regularly cleaning up record ownership and ensuring your team focuses only on what will produce the most results.
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Allowing Manual Overrides Before Merging Duplicates
Learn how to set up a workflow that allows record owners to review and override automatic merges before they happen.
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2025 GTM Trends: What the Best-in-Class Are Doing Differently
2025 GTM strategies - same old playbook? Doubt it. The best are already evolving. AI is no longer just a buzzword, MQLs are fading, and new success metrics are taking over. So, what should you measure? And how do you align your teams for real growth? We’ve got the insights.
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Managing Long Filter Lists
Learn how to simplify the management of long exclusion lists in LeanData by leveraging data table routing functionality.
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2025 ABM Playbook: 5 Tactics to Stay Ahead
Stay ahead in ABM with the 2025 Playbook. Learn 5 practical tactics to personalize outreach, improve lead response times, and drive pipeline growth. Watch the on-demand webinar and make your strategy more effective.
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Force Matches to Specific Accounts
Learn how to handle special matching scenarios in LeanData by using variables and data tables to force matches to specific subsets of accounts
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Adding Edges for Routing Prioritization
Discover how to prioritize urgent records in LeanData by adjusting entry edges in your routing graph.
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Turn Buyer Signals into Buying Decisions
Our Enterprise Customer Success Manager, Christina Bianchi, recently sat down with RevGenius to share how LeanData empowers sales and marketing teams to align seamlessly with their customers' journey.
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Selling the Way Business Buys: Introducing Buying Groups
Learn how to increase win rates while decreasing sales velocity with the new B2B marketing model known as a Buying Groups motion.
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Automatically Remove Users Who Miss SLAs from Pools
Learn how to automatically add and remove users from round robin pools as well as update user records in LeanData.