Force Matches to Specific Accounts
In the video tutorial by LeanData, users can learn how to handle special matching scenarios by leveraging variables and data tables to force matches to specific subsets of accounts. This feature enables users to customize their matching criteria to align with their specific needs and preferences, enhancing the accuracy and effectiveness of lead routing.
Adding Edges for Routing Prioritization
LeanData provides a solution to prioritize urgent records by adjusting entry edges in the routing graph. This capability allows organizations to ensure that critical leads receive immediate attention and are not lost in the routing process. By utilizing this feature, businesses can enhance their lead management practices and improve overall efficiency.
Automatically Remove Users Who Miss SLAs from Pools
With LeanData, users can automate the process of adding and removing users from round robin pools based on their adherence to Service Level Agreements (SLAs). This functionality ensures that only reliable and responsive team members are assigned leads, optimizing the distribution of workload and enhancing team performance.
Add an Incremental Counter Field to your Records
LeanData allows users to set up a Data Table to increment a counter field each time a record passes through a routing graph. This feature enables organizations to track and monitor the progress of leads through the system, providing valuable insights into the efficiency of their lead management processes and enabling data-driven decision-making.
Don’t Notify if Routing to Same Owner
When routing existing records through LeanData, users may inadvertently assign a record to the same owner, leading to unnecessary notifications. LeanData offers a solution to prevent these redundant notifications, ensuring that team members are only notified when there are actual ownership changes, streamlining communication and reducing noise.