Customer Education
Articles
-
Outreach Add / Remove from Sequence Node
Contents: Overview Setting up LeanData-Outreach Integration Prerequisites Steps to Implement Outreach Sequence & Mailbox Setup Add to Sequence Node in FlowBuilder Monitoring and Troubleshooting App...
-
Salesloft Add / Remove from Cadence Node
Contents: Overview Setting up LeanData-Salesloft Integration Prerequisites Steps to Implement Enabling Salesloft-Salesforce Sync Authorizing Access in LeanData Salesloft Cadence Setup Salesloft Use...
-
LeanData Router - LeanData - Salesforce Sales Engagement Implementation Guide
Contents: Overview Features Prerequisites Setting up LeanData-Sales Engagement Integration Remote Site Settings Utilizing Sales Engagement in FlowBuilder Fallback Edges Monitoring Audit Logs Routin...
-
LeanData - Gong Engage Integration - Add to Flows
Contents: Overview Use Cases Setting up LeanData-Gong Integration Prerequisites Authorizing Gong in LeanData Gong Add to Flow FlowBuilder Node Audit Logs OverviewJoint Gong and LeanData users ca...
-
LeanData - Clari Groove Integration - Add to Flows
Contents: Overview Setting up LeanData-Groove Integration Authorization Steps Configure Groove Add to Flow Node in Lead / Contact Router Monitoring and Troubleshooting OverviewJoint users of LeanD...
-
Routing - Data Table Based Routing Guide
Table of Contents Overview Setting Up Data Table Routing Creating Your Data Table Data Table Columns Adding Records to a Data Table Working with Data Tables Activating a Data Table Incorporating D...
-
BookIt Links - User Guide (Non-Admin)
Contents: Overview Definitions Use Cases Authorization Creating Booking Links Managing your Booking Links Meeting Type Management Summary Overview BookIt Links allows you to create and send...
-
BookIt Links - Admin Guide
Contents: Overview BookIt Links: Getting Started for Admins Definitions Use Cases Authorizing Users and Enabling Product Access Meeting Type Management (Admin) Admin Managed Meeting Types User C...
-
BookIt General Settings Guide
Contents: Overview Meeting Types Creating a Meeting Type BookIt Routing Features BookIt General Settings BookIt for Forms Settings BookIt Handoff Settings BookIt Links Settings Overview LeanData’...
-
BookIt Handoff - User Interface Guide
Contents: Overview Using BookIt Handoff Record Details Using BookIt Handoff with Smart Rep Suggestions Add Hosts Host Types Select a Meeting Type Pick a Time Finalize Scheduling Information Summary...