Overview
If you are just getting started with LeanData, Routing Templates give you pre-built graphs which you can easily customize to your business requirements to meet all your revenue orchestration needs. Routing Templates are available in FlowBuilder for Leads, Contacts, Accounts, Opportunities, Cases, and BookIt. To import and export templates into your Org please reference this guide.
Use Cases
- Reduce Time Spent Creating Graphs: Save time and minimize mistakes when building new graphs in FlowBuilder. Easily clone and customize to meet the demands of your organization.
- Shorten Time-to-Value: See immediate value and impact while onboarding with LeanData, leveraging custom templates to get a running start optimizing your revenue orchestration.
- Experiment With Routing Functionalities: Try out LeanData's Routing capabilities for other objects, and get ideas for what you might be able to do in your organization. Use relevant parts of the templates to expand your routing capabilities.
Lead Routing Templates
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Dedupe, Merge, and Assign Leads Leverages LeanData's deduplication functionalities and assigns to an individual user. |
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Dedupe, Merge, and Round Robin Leverages the deduplication functionalities and assigns to a Round Robin. |
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Dedupe, Merge, Account Match, and Assign Check for potential Account matches and then assign to an individual user. |
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Dedupe, Merge, Account Match, and Round Robin Checking for Account duplicates, and assigns to a Round Robin. |
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List Upload Showcase LeanData Best Practices while also allowing recursive routing if there are multiple duplicate records. |
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Product Graph Shows how LeanData can work with SLA's and routing based on specific products. |
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BookIt Filters With Best Practices LeanData interacts with Lead records upon a prospect entering as a Lead record. This is definitely an amazing starting point and a great place to leverage our best in class LeanData fuzzy-matching. |