Customer Education
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Activity overview
Latest activity by Customer Education-
Customer Education created an article,
January 2025 - 2.022 Release Notes
Table of Contents Revenue Orchestration NotifyPlus Individual User Action Tracking Integration: Salesloft & Outreach BookIt Platform BookIt Links: Single Use Links BookIt for Forms: Webform Setu...
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Customer Education created an article,
BookIt Links - Single-Use Links
Contents Overview Key Functionality Accessing Single-Use Links Managing Single Use Links Tracking Single-Use Link Usage Overview The Single-Use Links feature allows users to generate links that...
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Customer Education created an article,
BookIt for Forms - Webform Setup Tool
Contents Overview Accessing the Webform Setup Tool Configuring the Snippet Specify Your Details Follow the Customized Implementation Instrucions Overview BookIt for Forms requires a snippet of ...
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Customer Education created an article,
Buying Groups - LeanData Blueprint Settings Guide
Contents: Overview Blueprint Runs One-Time Run Run History Settings Creating a New Segment Segment Settings General Marketing Signals Sales Signals Opportunities Advanced Settings Change Log O...
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Customer Education created an article,
Buying Groups - LeanData Blueprint Overview
Contents: Overview Field Definitions Buying Group Signal Object Fields Buying Group Member Object Fields Entity Relationship Diagram Overview LeanData Blueprint provides the foundational stru...
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Customer Education created an article,
Authorizing LeanData BookIt (for End Users)
The following are the steps for an End User of LeanData BookIt to complete Authorization after receiving an invite or an Authorization link from their LeanData Admin. If you are a LeanData Admin an...
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Customer Education created an article,
Collaborating with Other Admins: Best Practices
When you have multiple admins managing graphs in LeanData, there are several tools at your disposal that can make collaboration easier. Here are some best practices for collaborating with multiple ...
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Customer Education created an article,
Routing Snippets Guide
Contents: Overview How to Access the Routing Snippet Library Access from the FlowBuilder Tile Page Access from within an Individual Graph Using Routing Snippets Viewing Individual Routing Snippet ...
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Customer Education created an article,
September 2024 - 1.622 Release Notes
Table of Contents Revenue Orchestration & BookIt Routing Preview BambooHR Integration BookIt Platform Weighted Distribution in Count-based Pools Separate Working Hours Links Admin Management Ma...
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Customer Education created an article,
LeanData BookIt - BookIt Permissions & Access Levels
Contents: Overview Salesforce Permission Sets LeanData Access Levels BookIt Admin BookIt Manager BookIt Pool Manager BookIt Standard User BookIt Page Access Details Assigning Salesforce Permission...