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.

 

Opportunity Routing Templates

	Opportunity Match Graph This template shows how LeanData’s Opportunity-to-Opportunity Match Node helps keep ownership aligned by spotting related opportunities that already exist. Download the Template
	Opportunity Closed Won Graph This graph is triggered when an Opportunity is marked as Closed Won. It enables LeanData to send notifications to the Opportunity owner and creates a renewal Opportunity. Download the Template
	New Opportunity Graph When a new opportunity is created, we check if it aligns with any existing opportunities and then route it based on existing contacts or region. Download the Template

 

For questions or additional assistance please contact LeanData Support.