Video

Updating Related Records

Embed Video Preview

Do you ever need to update a different record than the one you are routing, such as a Matched Account, or a Related Activity? We walk through how you can do so using LeanData’s Update Record Node.

Tags
  • Lead Management
  • Operations
  • Revenue Orchestration
  • 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.