LeanData Schedules & People guide: manage user schedules, availability, and working hours.

LeanData Routing Time-to-Action reporting guide: measure and report on speed-to-lead and SLA time.

Legacy guide to LeanData Routing Audit Logs: how to read routing decision logs. See current audit log docs.

Use the LeanData Routing Formula Builder to build formulas that drive routing conditions and values.

LeanData Data Table Based Routing guide: route records using lookup values from data tables.

Configure the Hold Until Enrichment node in LeanData routing to pause records until enrichment data arrives.

LeanData Routing FlowBuilder interface guide: navigate and build in the FlowBuilder canvas.

Configure the Duplicate Match node in LeanData routing to detect duplicates during routing.

Configure the Duplicate Contact Match node in LeanData routing to detect duplicate contacts.