Overview

If you are just getting started with LeanData, Routing Templates give you pre-built graphs which you can easily customize to your business requirements to meet all your revenue orchestration needs. Routing Templates are available in FlowBuilder for Leads, Contacts, Accounts, Opportunities, Cases, and BookIt. To import and export templates into your Org please reference this guide.

Use Cases

• Reduce Time Spent Creating Graphs: Save time and minimize mistakes when building new graphs in FlowBuilder. Easily clone and customize to meet the demands of your organization.
• Shorten Time-to-Value: See immediate value and impact while onboarding with LeanData, leveraging custom templates to get a running start optimizing your revenue orchestration.
• Experiment With Routing Functionalities: Try out LeanData's Routing capabilities for other objects, and get ideas for what you might be able to do in your organization. Use relevant parts of the templates to expand your routing capabilities.

 

Contact Routing Templates

	Dedupe and Round Robin Dedupe, Merge and Round Robin the assignment of the contact. Download the Template
	Dedupe and Single Assign the Contact Dedupe, Merge, and assign to an specific user. Download the Template
	Dedupe, Account Check+Match, Round Robin Dedupe, Merge, check for an Account owner and assign ownership via Round Robin if needed. Download the Template
	Graph to Prevent BDR's from creating duplicates With our template here we are allowing for reps to work records upon converting Leads, however if a record Contact is already owned, the active owner retains the record. Download the Template
	Dedupe+Merge, Account Check+Match, Single Assign Leverage the deduplication functionalities of LeanData while checking for potential Account matches assignment to an individual user. Download the Template

 

For questions or additional assistance please contact LeanData Support.