Force Matches to Specific Accounts
In this video tutorial, LeanData demonstrates how to handle special matching scenarios by utilizing variables and data tables to force matches to specific subsets of accounts. This feature allows users to ensure that leads are routed accurately and effectively to the appropriate accounts, optimizing the overall lead management process.
Adding Edges for Routing Prioritization
LeanData provides a detailed guide on how to prioritize urgent records within their system by adjusting entry edges in the routing graph. By understanding and utilizing this feature, businesses can streamline their lead routing process, ensuring that high-priority leads are promptly identified and acted upon, ultimately leading to improved conversion rates and revenue generation.
Automatically Remove Users Who Miss SLAs from Pools
This video tutorial by LeanData walks users through the process of automatically adding and removing users from round-robin pools based on SLA adherence. By automating this task, organizations can maintain a high level of efficiency in their lead assignment processes, ensuring that leads are promptly distributed to the right team members for timely follow-up and improved customer engagement.
Add an Incremental Counter Field to Your Records
LeanData explains the process of setting up a Data Table to increment a counter field every time a record passes through a routing graph. This feature enables users to track the progress of each lead as it moves through the system, providing valuable insights into lead velocity and conversion rates. By leveraging this functionality, businesses can optimize their routing strategies for better outcomes.
Don’t Notify if Routing to Same Owner
LeanData addresses the common issue of unnecessary notifications when routing existing records to the same owner. By implementing this feature, users can prevent redundant notifications and streamline their communication processes, ensuring that team members receive relevant updates without being inundated with repetitive notifications, thus enhancing overall productivity and collaboration.
How to Assign Records to an Unavailable Pool Member’s Manager
LeanData provides a solution for assigning records to a manager when a round-robin pool member is unavailable. By following the instructions outlined in this video, organizations can ensure that leads are always routed to the most appropriate individual for timely follow-up, even in scenarios where the initial pool member is unavailable, thereby maximizing lead engagement and conversion rates.
Creating Notification Snippets with Variables
LeanData offers insights into creating and managing notification snippets using variables throughout the routing graph. This functionality allows users to customize notifications based on specific criteria, ensuring that team members receive relevant and actionable updates to optimize their lead management and follow-up processes, ultimately driving revenue growth and customer satisfaction.
Reporting on Specific Graph Branches
LeanData explains how users can set up their routing graph to provide detailed reporting on specific branches, allowing them to track the flow of leads through various points in the routing process. By leveraging this feature, businesses can gain valuable insights into lead progression, identify bottlenecks, and make data-driven decisions to optimize their routing strategies for improved efficiency and performance.
Manage Volume with Recurring Routing Jobs
LeanData offers guidance on managing volume with recurring routing jobs to prioritize time-sensitive leads efficiently. By utilizing this feature, organizations can ensure that urgent leads are promptly addressed and distributed to the most appropriate team members, maximizing revenue potential and enhancing customer relationships through timely engagement and follow-up.
Get Started Quickly by Using Routing Templates
LeanData provides a quick-start guide on using routing templates to set up routing graphs for common use cases. By leveraging these templates, users can streamline the graph creation process, saving time and effort while ensuring that their routing strategies are optimally configured for efficient lead management and distribution, ultimately driving revenue growth and business success.
Referencing a Prior Value in Routing
LeanData demonstrates how users can reference pre-routing values in notifications to track changes in lead data over time. By understanding this feature, businesses can monitor the evolution of lead information within their system, enabling them to make informed decisions based on historical data and trends, leading to more effective lead management strategies and improved overall results.
Setting Up a Data Table for Routing
LeanData provides insights on setting up a Data Table to consolidate decisions and actions within a routing graph. This feature allows users to simplify their graph structure and decision-making processes, ensuring that leads are routed accurately and efficiently based on predefined criteria, enhancing the overall lead management experience and driving better outcomes for the business.