Webinar:

Lead-to-Account Matching: The Essential B2B Foundation

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New to LeanData? Join our basic training! This webinar will cover the foundational aspects of LeanData Matching and Routing, so that you can get started quickly, while laying the foundation for more complex solutions in the future.

If you are a new LeanData customer and implementing LeanData Routing, we’ll get you up to speed on how to maintain your LeanData configuration in your Salesforce instance.

If you are a new LeanData Admin taking over day-to-day management of existing LeanData configurations, we’ll help you understand how to make adjustments to keep up with their changing organizational needs.

In this one hour session, we will cover:

  • LeanData & Salesforce
  • LeanData Matching
  • Anatomy of a LeanData Routing Graph
  • Common LeanData Actions
  • Common Changes and Adjustments
  • Maintenance and Troubleshooting tools

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