Video

Preventing Double Routing

Tips and Tricks Video

As a new lead continues to interact with assets on your website, it may get updated multiple times shortly after it is created, leading to routing the record twice. Here is one way to go about preventing double routing.

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.

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

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Video
Don’t Notify if Routing to Same Owner

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.