Customer Education
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New People Enhancements
New People EnhancementsWe’ve added more flexibility to the People page! Now, admins can: Filter Users by Profile, Role, and other fields View the number of Owner Mappings, Territories, Account Tea...
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Why Did My Record Use the Invalid Round Robin Pool Edge in My Round Robin Node
When a routed record hits the Round Robin Node, LeanData assigns the record to the next person in the selected Round Robin Pool. This node includes fallback edges to route the record if it cannot b...
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Matching and View Documentation
Looking for help on LeanData’s Matching and View? You’ve come to the right place. Below are links to our user guides and FAQs. User Guides View - Product Overview - Learn about the LeanData Vie...
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Routing - Convert Lead Node Guide
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Different Results in Reporting Matched Account and from the Matching in Routing
LeanData uses our own Fuzzy Matching Algorithm to find match Accounts for the Lead. LeanData’s Fuzzy Matching Algorithm works by comparing several fields on the Lead vs. fields on Accounts in your ...
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Is There a Limit to How Many Territories I Can Create at Once in Territory Management?
Is There a Limit to How Many Territories I Can Create at Once in Territory Management? Yes, we recommend not uploading more than 60,000 territories at a time to avoid timeouts or complications wi...
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Unable to Lock Row Error - What Does it Mean?
Whenever a record is in the process of being created or updated in Salesforce, the record is temporarily locked so that no other processes will modify the record simultaneously. Since LeanData runs...
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Attribution - Buyer's Journey & Campaign View Guide
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Routing - Schedules & People Guide
If you are looking for Round Robin Capping information, it has been placed in it's own guide here: Routing - Capping Guide
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Attribution - Wizard Walkthrough