Customer Education

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Latest activity by Customer Education
  • Customer Education created an article,

    May 2025 - 3.3.x Release Notes

    1. Release Notes
    2. Matching-Routing & BookIt

    Minor Product Enhancements At LeanData, we are constantly working to enhance your flexibility and ease of use. Below are the latest enhancements we've made to LeanData to help you achieve better re...

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  • Customer Education created an article,

    April 2025 - 3.2.x Release Notes

    1. Release Notes
    2. Matching-Routing & BookIt

    Minor Product Enhancements At LeanData, we are constantly working to enhance your flexibility and ease of use. Below are the latest enhancements we've made to LeanData to help you achieve better re...

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    • 1 follower
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  • Customer Education created an article,

    BookIt for Forms - Chatbot Integration with Drift - Smart Booking Link

    1. BookIt
    2. BookIt-Drift Implementation Guides

    Contents Overview Setup Create a Custom Data Attribute In Drift Configuring the Smart Booking Link Base Link Routing Data Query Parameters New Chat Prospect Trigger Node Webpage Setup ...

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  • Customer Education created an article,

    Buying Groups - LeanData Blueprint Installation Guide

    1. Buying Groups
    2. Buying Groups - Blueprint

    Overview LeanData Blueprint is a powerful analytics solution that helps companies identify and analyze buying groups within their Salesforce instance. Blueprint leverages LeanData's best-in-class...

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  • Customer Education created an article,

    Buying Groups Edition - General Settings Guide

    1. Buying Groups
    2. Buying Groups Edition

    Contents Overview Key Definitions Journeys Segments Main Segment Page Settings Creating and Configuring Segments Member Configuration Signal Configuration Journey Configuration General Settings Re...

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  • Customer Education created an article,

    April 2025 - 3.x Release Notes

    1. Release Notes
    2. Matching-Routing & BookIt

    Contents Buying Groups Edition Title Clustering Journey Tracker Journey FlowBuilder Graph Journey Record Page Journey Object Management & Reporting Revenue Orchestration Integration: Clari Groove S...

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    • 2 followers
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    • 1 vote
  • Customer Education created an article,

    Buying Groups - Journey Object Management & Reporting

    1. Buying Groups
    2. Buying Groups Edition

    Contents Overview Core Buying Group Objects Object Creation and Maintenance Opportunity Contact Role Syncing Object Relationships Reportable Objects and Fields   Overview The Journey object serve...

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  • Customer Education created an article,

    Buying Groups - Journey FlowBuilder Graph

    1. Buying Groups
    2. Buying Groups Edition

    Contents: Overview General FlowBuilder Actions General Node Actions Node Guides Routing Preview Routing Scheduler Troubleshooting Tools Audit Logs Routing Insights & Deployment History   Overvie...

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    • 1 follower
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  • Customer Education created an article,

    BookIt Handoff - User Interface Guide

    1. BookIt
    2. BookIt Handoff

    Contents: Overview Using BookIt Handoff Record Details Using BookIt Handoff with Smart Rep Suggestions Add Hosts Host Types Select a Meeting Type Pick a Time Finalize Scheduling Information Summary...

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  • Customer Education created an article,

    BookIt Handoff - Related Activity Nodes Guide

    1. BookIt
    2. BookIt Handoff

    Contents Overview Key Features Example Use Cases Related Activity Match Node Customizing the Related Activity Match Node Suggest Meeting with Matched Activity Action Node Customizing the Matched A...

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