Video

Triggering Routing on Directional Changes

LeanData-2023-Tips and Tricks-Thumbnail-Triggering Routing on Directional Changes

Sometimes you want to trigger a record to route depending on the prior value on a field, such as triggering on an increase in Lead score, but not a decrease. This will explore a way you can compare a field’s new value with its prior value in determining when to trigger 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 for more ideas.

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

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