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Customer Education

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  • LeanData Certification Course Prep Materials

    As you prepare for your upcoming LeanData Certification, we have put together some resources that may be helpful for you. If you are completely new to LeanData, we encourage you first to register a...

  • Matching - The LeanData Matching Algorithm [Video]

  • November 2022 - 1.589 Release Notes

    BookIt BookIt Handoff (Limited Release) We’re working on ✨new✨ functionality in BookIt to enable reps to instantly schedule meetings between team members and prospects, all from within Lead or Cont...

  • LeanData Matching & Routing Basics

    The purpose of the following resources is to get you quickly acquainted with LeanData Matching and Routing. It is meant to introduce the basic concepts of LeanData Matching and Routing. If you woul...

  • 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 ...

  • Matching - Tagging Overview & Guide

    Contents: Overview Definitions Tagging Preview Tagging Settings General Settings Lead-to-Account Matching Preserve Manual Updates Tiebreakers Page Lead Segmentation Matched Account Filters Matched...

  • 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...

  • Introduction to LeanData

    Contents: Overview LeanData View LeanData Matching LeanData Tagging LeanData Router   Overview LeanData helps companies automate their business processes in Salesforce. The LeanData platform is...

  • March 2022 - 1.571/1.573 Release Notes

    Routing   Salesforce Sales Engagement Integration Boost sales productivity and accelerate speed-to-lead with our new integration with Salesforce Sales Engagement, formerly known as High Velocity Sa...

  • November 2021 - 1.566 Release Notes

    Routing Duplicate Account Matching & Routing You can now identify and route inbound duplicate accounts within Account Router! The new Match Duplicate Account node leverages LeanData’s proprietary F...