Video

Update Pools with Conditional Membership

A royal blue rectangle with an orange light bulb and headshot of LeanData Head of Training Kevin Au explaining Updating Pools with Conditional Membership

Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add. If there are specific criteria that will dictate which Users should be added to a pool, you can add them easily using Conditional Membership.

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

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