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Customer Education

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Latest activity by Customer Education
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    Customer Education created an article,

    LeanData Admin - Admin Settings Guide

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    Customer Education created an article,

    Routing - Custom Routing Prioritization

    If you previously have configured custom routing priorities with your LeanData representative, please see the Routing Prioritization FAQ for information around migrating to this User Accessible fea...

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    Customer Education created an article,

    July 2021 - 1.560 Release Notes

    Matching & Routing The following updates apply to BOTH Matching & Routing.   ZoomInfo Integration Selectively enrich Leads and Contacts with ZoomInfo Enrich! Lead and Contact FlowBuilder graphs now...

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    Customer Education created an article,

    Routing Prioritization FAQ

    LeanData is introducing a User-configurable interface which will allow you to customize the priority in which LeanData will process your CCIOs. This will determine which records will be processed f...

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    Customer Education created an article,

    Routing - Log Object Fields Guide

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    Customer Education created an article,

    LeanData - ZoomInfo Integration FAQ

    LeanData is partnering with ZoomInfo to allow joint customers of LeanData Routing and ZoomInfo Enrich to incorporate a ZoomInfo Enrichment node as an Action Node into your FlowBuilder Lead and Cont...

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    Customer Education created an article,

    LeanData Matching & Routing Basics

    The purpose of the following resources is to get you quickly acquainted with LeanData Matching and Routing. It is meant to introduce the basic concepts of LeanData Matching and Routing. If you woul...

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    Customer Education created an article,

    Routing - Sample Lead Routing Graph Templates

    Below, please find two Lead Routing graph templates that you may download, then import into your LeanData FlowBuilder interface as a starting point for creating your own routing graphs.  Instructio...

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    Customer Education created an article,

    Full Audit Log Links for Notifications

    Spend less time searching your audit logs! When sending notifications from within Routing, you can now include a link to the full audit log for each specific record. This eliminates the need to fil...

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    Customer Education created an article,

    How Do I Download Fields in Tagging and Routing

    You can download and share the list of all fields used within LeanData Tagging and Routing to provide more visibility into your Matching and Routing dependencies. This visibility can help you accel...