Customer Education
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April 2022 - 1.572/1.574 Release Notes
Routing New Product! BookIt Instantly turn buyer signals into secured meetings Empower prospects to instantly book meetings with your reps using flexible and easy automation. Whether you use Mark...
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Step 1: Getting to Know LeanData
Navigation Step 1: Getting to Know LeanData Step 2: LeanData Basics Step 3: LeanData Routing Step 4: Advanced LeanData Routing Step 5: Troubleshooting LeanData Introduction Let's start by find...
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February 2021 - 1.553 Release Notes
Note on LeanData Version 1.553: Certain fields are being removed from the LeanData Managed Package in this release. Please see this service advisory to identify which fields will be removed, and wh...
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Routing - Campaign Member-Based Routing
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Dec 2020/Jan 2021 - Matching, Routing - 1.549 + 1.551 Release Notes
Routing FlowBuilder Performance Optimizations FlowBuilder’s performance has been optimized to deliver the following improvements: Faster loading times, especially for organizations with more th...
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Routing - LeanData - Slack FlowBuilder Integration
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Routing - Routing Scheduler Overview
Note: If you are looking for One-Time Routing, as of LeanData Version 1.566, One-Time Router has been replaced with Routing Scheduler. Routing Scheduler retains all the capabilities of One-Time Rou...
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December 2021 - 1.568 Release Notes
Routing Real-Time Routing Match and route at lightning speed with Real Time Routing! This expands upon and replaces Live Routing by instantly tagging, qualifying, matching and routing individually ...
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July 2021 - 1.560/1.562 Release Notes
Matching & Routing The following updates apply to BOTH Matching & Routing. Routing Prioritization Prioritize specific records across objects within LeanData Routing! By prioritizing records that ...
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Routing - Hold Until Node & Time to Action Tracker