Avatar

Customer Education

  • Total activity 673
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 331

Articles

Recent activity by Customer Education Sort by recent activity Recent activity Votes
  • BookIt Handoff Admin Guide

      Contents: Overview Adding the BookIt Handoff Button Using BookIt Handoff Using BookIt Instant Handoff Configuring BookIt Handoff General Tab Advanced Tab Assign Meeting Owner to SFDC Field Creat...

  • LeanData Reporting Managed Package - Log Object

    Contents: Overview Purpose Building the Report Log Object Details Fields and Definitions   Overview The LeanData Log custom object is used to store operational metrics and information regardin...

  • Routing - Log Object Fields Guide

    Contents: Overview Fields and Descriptions Reporting on the Logs Object Custom Field Mapping and Metrics   Overview The LeanData Log object (“Log”) is generated each time a record is routed thr...

  • 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...

  • Routing - Round Robin Node

    Contents: Overview Customization Email Notifications Summary   Overview The Round Robin Node gives you the ability to assign a routed record to a member of a Round Robin Pool. Pools are groups ...

  • Routing - Route to Territory Node

    Contents: Overview Customization Email Notifications Summary   Overview The Route to Territory Node gives you the ability to assign a record to a User based on the Territory that they own.   E...

  • Routing - Territory Management Overview

    Contents: Overview Definitions Setting Up Territory Management Creating Your Territory Segment Creating Your CSV File Exporting Territories Incorporating Your Territories in FlowBuilder Using the ...

  • Implement BookIt For Forms with Typeform

    Content: Overview and Things to Note Configuring Your Form Adding Your Hidden Field Configuring Your Form Page Configuring Your Thank You Page Creating Your Router Graph Setting your Trigger Node ...

  • BookIt - Schedule Meeting with Territory Node Guide

    Contents: Overview Customization Create Event Summary   Overview The Schedule Meeting with Territory Node gives you the ability to assign a routed Prospect record to a meeting with the person t...

  • New Prospect Trigger Node

    Contents: Overview Customization Summary   Overview The New Prospect Trigger node is the entry point for webform inputs of BookIt!. During implementation, you will place a javascript snippet ...