Video

Don’t Notify if Routing to Same Owner

Tips and Tricks: 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. In this LeanData Tips and Tricks video, Kevin Au walks you through a method for accomplishing this in LeanData

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.

You might also want to check out our Tips and Tricks video on skipping routing altogether for certain record uploads here.

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  • Tips & Tricks

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