Video

User-Initiated Routing

blue rectangle with orange light bulb and headshot of LeanData Head of Training Kevin Au

Ever want to give your reps the ability to send a record through a router graph without needing admin privileges? This video will show you how to set up user-initiated 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.

Need help with LeanData? Check out our Help Center.

While you’re checking out this video on user-initiated routing, you might also want to check out our Tips and Tricks video on building self-serve audit logs.

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

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