Promoted articles

• Matching - Tagging Overview & Guide
  Contents: Overview Definitions Tagging Preview Tagging Settings General Settings Lead-to-Account Matching Preserve Manual Updates Tiebreakers Page Lead Segmentation Matched Account Filters Matched...

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• Matching - Mapped Account Fields Guide
  Contents: Overview Accessing Field Mappings Creating Field Mappings Mapping Field Types   Overview Tagging refers to when a Lead Field becomes populated with information from a Matched Account....

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• Routing - LeanData - Outreach Flowbuilder Integration
  Contents: Overview Setting up LeanData-Outreach Integration Prerequisites Steps to Implement Enabling Outreach-Salesforce Sync Authorizing Outreach Access in LeanData Outreach Sequence & Mailbox S...

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• Routing - Round Robin Overview
  Contents Overview Accessing Round Robin Pools Pools Pool Navigation Searching and Filtering for Pools Creating Pools Adding Pool Members Adding Members Manually Conditional Pool Membership Bulk Sy...

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• Attribution - Product Overview
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• LeanData Admin - Migrating LeanData between Salesforce Instances
  Contents: Overview Installation and Provisioning LeanData Package Installation Authorization and Provisioning Migration and Validation Integration User and LeanData Jobs Deployment and Verificatio...

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• LeanData Admin Getting Started [Webinar]
  The Getting Started webinar is a great starting place if you’re implementing the LeanData Revenue Orchestration Platform, you’ll get the knowledge you need to make informed decisions and confidentl...

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