Otto can help you find answers quickly!

You've got a keys to a brand new LeanData instance!

 

Now what do you do?!?

 

We've built this journey to help you learn everything you can about LeanData. First, let's look at where we go from here:

 

Navigation

• Step 1: Getting to Know LeanData
• Step 2: LeanData Basics
• Step 3: LeanData Routing
• Step 4: Advanced LeanData Routing 
• Step 5: Troubleshooting LeanData

 

 

Step 1: Getting to Know LeanData

Let's start by finding out what exactly does LeanData do and how can its products help you. List step provides an overview of LeanData's products and a step by step guide to setting up dev environment and installing LeanData.

 

Step 2: LeanData Basics

In the second step, we will discuss working in the LeanData interface. We will go over how LeanData does its Matching. Then we will move on to other tools like Tagging and List Analyzer.

 

Step 3: LeanData Routing

This step includes learning all about LeanData's Routing Tools.  IWe will cover using Round Robins to distribute Leads to a pool of reps. how to Merge Duplicates, and route to territories in your graph.

 

Step 4: Advanced LeanData Routing

In this step, we will cover using Round Robins to distribute Leads to a pool of reps., how to Merge Duplicates, and route to territories in your graph.

 

Step 5: Troubleshooting LeanData

Finally, we will cover how you can troubleshoot your LeanData installation and routing. We have included a number of tools to help you troubleshoot and maintain a healthy routing system.