Tips & Tricks is series of short videos highlighting common use cases for LeanData and how to accommodate these Use Cases in LeanData.
Interested in something you see below? Follow the link to the Tips & Tricks Video to learn how to do it.
Sometimes you want to merge records, and also continue with more routing decisions and action on the merged record. Use this tip to initiate routing on merged records to continue your routing.
Always answering questions about why records were routed the way they were? Give your Users a direct link to the audit logs to investigate on their own.
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.
Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.
As you deactivate Users in Salesforce, you will start to have records owned by these Inactive Users. Learn how to regularly re-assign records to active reps, without having to run manual batches.
There are many enrichment vendors out there. Learn how you can accommodate any enrichment software that works with Salesforce, even without a direct LeanData integration.
Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.
As reps come and go and contacts and Accounts get shuffled around, find out how you can keep your Contact Owners aligned with the Account Owner.
You might start to receive multiple Leads from a new company that do not match to any Account in your system. Here is a way to aggregate them together so that you can regularly review them to decide whether you would like to create an Account for them.
You want to "top off" your Account managers with fresh Accounts as they finish working their current Accounts, but you don't want any individual Account Owner to have more than a certain threshold. Here is how you would set that up with Conditional Capping and Routing Scheduler.