Customer Education
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Routing - Round Robin Node
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Getting Started with LeanData
Welcome! If you are on this page it probably means you are new to LeanData. This page is a curated collection of guides to help you get started. If you are just starting your journey with LeanDat...
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Checking LeanData Apex Jobs
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Relative Date Stamping in Router
Stamp the time of handoffs on the Lead and any other LeanData supported object with FlowBuilder. Then, report on metrics, such as the average time from initial response to close or the number of r...
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Contact Routing - Merge Dupe Contact Node Guide
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Managed App Install Guide
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How can I apply multiple sets of Working Hours to Users?
Currently, the LeanData interface only allows you to assign one set of Working Hours to a User in LeanData. If certain Users need to have multiple sets of Working Hours, the following steps will de...
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Matching - Domain Matching Operators
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LeanData - Search Indexing Guide
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Routing - Update Lead Node Guide