Video

Skip LeanData Routing on Bulk Uploads

Embed Video Preview

Sometimes you are uploading a large list or making some bulk changes to records, and you want to skip or bypass LeanData routing for these records. Here is a way to exclude these records from LeanData Routing without affecting routing for other records.

Tags
  • Lead Management
  • Lead Routing
  • Operations
  • Revenue Orchestration
  • Routing
  • Tips & Tricks

Related Resources

Welcome to the LeanData Resource Center. We hope you will
find content interesting to read, watch and share.

Webinar
Optimizing Leads & Conversions with Cognism and LeanData

LeanData x Cognism = Better Together.  Learn how: We improved our Meeting Attendance rate from 35% to 75%. LeanData ensures a < 10min response time on all inbound leads. Both were achieved by making simple tweaks and optimizes in lead management processes and this session will show you how you can do it too.