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General FAQs

General FAQs for LeanData: quick answers to common questions about routing, matching, and setup.

  • Nov 13, 2025
  • Knowledge

Title
General FAQs
URL Name
GeneralFAQs690201e12ca83
Step-by-Step

Matching and Tagging FAQs

  • How is LeanData Tagging Triggered
  • Tagging Mapped Fields Not Updating Troubleshooting Guide
  • Matching - The LeanData Matching Algorithm Video
  • I'm Not Seeing LeanData View in Lead, Contact, or Account Records
  • My Leads are Matching into the Wrong Account

 

Router FAQs

  • How to Export and Import Territories
  • Different Results in Reporting Matched Account and from the Matching in Routing
  • When is Time-Based Routing Aborted?
  • Is There a Limit to How Many Territories I Can Create at Once in Territory Management?
  • Email Notifications Troubleshooting Guide
  • Why Can’t LeanData Trigger Off of Formula Fields?
  • Scheduled Routing Insights Numbers Not the Same as the Number of Records Processed and No Failures?
  • Routing - LeanData Sales Engagement Integration FAQs
  • How do I Import and Export my Router Flow?
  • Audit Logs Error Messages
  • Why Was My Lead Routed Even Though it Should Not Have Qualified for Routing?
  • Why Did My Lead Not Process? / Why am I Not Seeing My Lead in Audit Logs?
AdminFAQSALL

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General FAQs