Customer Education
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View - LeanData View Settings Guide
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Router - True-False Decision Node Guide
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Matching - Match Settings Guide
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How do I Import and Export my Router Flow?
How Do I Export and Import My Flowbuilder Flows Many customers work and test in a Sandbox (Salesforce Dev Account) before making changes to their production account. Using the Export and Import fea...
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LeanData Job Status FAQ
What causes my LeanData Job Status to change? How to check LeanData Job Status: To check on your job status, you can click into the Admin - Settings section of the LeanData App. The job statu...
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LeanData - Technical Overview
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Attribution - Product Overview
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How Do I Grant Support Access to LeanData?
If you are having difficulty troubleshooting a LeanData issue in Salesforce. you can grant temporary login access to the LeanData Support team. This temporary access is known as LMA or License Man...
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BookIt Implementation Guide
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BookIt - Authorizing Users
Authorizing Users To be able to schedule meetings with your reps / AEs, you need to authorize them with LeanData BookIt. To do so, navigate to the Home page in LeanData (find it on the side navig...