Otto can help you find answers quickly!

If you are on this page you are most likely a new employee, or an existing employee, that has recently been given access to your company's implementation of LeanData. This page is designed to help you get up to speed with LeanData.

 

Please Note: If your company is going through implementation. we will have training made available to you through your Implementation Consultant. If you are doing a self-implementation please see our Self-Implementation Guide.

 

Step 1

The Introduction to LeanData is a 13 page guide to LeanData's core features and is the first step in your journey. This guide will give you an overview of LeanData's main features: 

• The View
• Matching
• Tagging
• Routing

 

Step 2

The next step is to attend our Basic Training Webinar: Click here to register!

 

Step 3

Now that you have an solid foundation to start from, we have a number of guides for you to check out, based on where you need to work in LeanData. The guides are broken down by feature.

 

The View

For customers that use our View product there are tools to add you in configuring the view. The LeanData View Settings Guide describes the tool and options for configuring the View.

If you aren't using the View and want to try it out, our LeanData View Setup Instructions guide will walk you through the installation of the LeanData View.

 

Matching and Tagging

For Matching and Tagging, you will start with our Tagging Overview and Guide to learn how to set up additional Tagging Fields, utilize Tie-Breakers, manage settings for Domain Matching, along with how to run a One-Time Tagging job.

 

The next step is dive deeper into customizing Tagging with our Mapped Account Fields Guide to learn how to configure the fields that Tagging can update. And then, you should move on to the Match Settings Guide to learn how to configure Domain Matching, Manual Updates to the Reporting Matched Account Field, and working with Routing Match Limits.

 

If you run into issues and need to troubleshoot your settings you can use our Matching Troubleshooting Guide.

 

Finally, there are other tools to look into under Matching and Tagging:

• Matching - List Analyzer Overview - List Analyzer gives you the ability to check for duplicate leads against a CSV file.
• Matching - One Time Tagging Guide - This guide will help you set up and work with One Time Tagging in LeanData.

 

Routing

For customers using Routing, your first stop is our Lead Router Guide for an overview of how we route Leads or other objects. Next, we suggest looking over some Lead Routing Templates to see examples of common LeanData routing configurations.

 

We know that sooner or later, you might need to do some fine tuning to your Router. We have the following guides to help with getting the most out of your router graph:

• Lead Routing Troubleshooting
• Deployment History & Routing Insights
• Audit Logs Guide

For our other router types, please see these guides:

• Account Router Guide
• Opportunity Router Guide
• Contact Router Guide
• Case Router Guide

 

Advanced Router Features

Now that you've mastered the basics we can turn to more in-depth features. The following guides will help you master LeanData's most powerful features.

 

Round Robin Pools

Round Robin Pools are great tool for distributing leads to a pool of representatives in set pattern using tools like capping, and weighted distribution.

• Round Robin Overview
• Capping Guide

 

User Schedules

User schedules allow you to first check to see if Users are available before making an assignment. Find out how to incorporate working hours, holidays, vacations, and pausing in the Schedules & People Guide.

 

Territory Management Overview

Our Territory routing takes the manual work out of managing complex territories with support for uploading your territory segments into LeanData for use in our Router Graphs. Learn more in our Territory Management Overview Guide.

 

Lead Ownership Options

The Lead Routing options in LeanData are not limited to just Round Robins or Territories. The Owner Mapping Guide will show you how to use Owner Mapping to assign a Lead to a Account Executive's ADR/SDR. For customers using Account Teams, our Account Team Guide will help you configure Account Teams in your Router Graph.

 

Other Routing Tools

Routing Scheduler is a great tool for updating records in batches using any valid Router Graph. Learn more in the Routing Scheduler Overview.

 

Time-based routing allows you to add timers to your Router Graph to allow for other processes to finish before taking some router actions or to evaluate SLA conditions. Learn more in our Hold Until Node & Time-to-Action Tracker Guide.

 

The Next Step

Get LeanData Certified to become the ultimate OpsStar with the knowledge you need to be successful with LeanData in your organization.