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Orchestration BookIt Buying Groups Reporting and Analytics Getting Started Integrations Admin Release Notes
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  1. LeanData Help Center
  2. Orchestration
  3. Routing

Routing

  • Routing - Round Robin Overview
  • Routing Snippets Guide
  • Routing - Graph Organizer
  • Routing - Route to Enterprise Territory Management (ETM) Model
  • Routing Preview Guide
  • Account Routing - Add Account as Campaign Member Node Guide
  • Routing Templates
  • Routing - Any Object Routing Overview
  • Routing - Data Table Based Routing Guide
  • Routing - Hold Until Enrichment Node Guide
  • Routing - Get Records Node - Related Object-List Based Routing
  • Routing - New Activity Trigger Node
  • Routing - Add Campaign Member Node Guide
  • Routing - Using Variables in Routing
  • Add Opportunity Team Members Node Guide
  • Contact Routing - Contact to Account Match Node
  • Routing - Any Object Routing Setup Guide
  • Using Person Accounts in LeanData
  • Routing - Assign a Contact Role Node Guide
  • Routing - Capping Guide
  • Account Routing - Route to Duplicate Account Guide
  • Routing - Assign Account Team Members
  • Adding Comments to a Flowbuilder Graph
  • Account Routing - Duplicate Account Match Node Guide
  • Routing - Custom Routing Prioritization
  • Routing - Multi-Graph Utilities Guide
  • Routing - Routing Metrics Mapping
  • Routing - Hold Until Node & Time to Action Tracker
  • Routing - Opportunity-to-Opportunity Match Node
  • Routing - Route to Matched Opportunity
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Short tutorials on setting up LeanData to support common use cases.
routing configuration, Unexpected match results, BookIt Settings, templates
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