Fantastic tool for lead and contact routing

It is easily adjustable when managing territory reassignments or adding new criteria into the flows, however if creating new branches or flows from scratch, it takes a significant amount of thought to understand the what LeanData will do within those flows, i.e. matching scenarios vs. assignments to an owned account.

For end user routing of leads and contacts, LeanData is very well suited. You can easily create several different branches and workstreams to route records where they need to go. In situations where the end users are less technical, they may struggle learning the system. Simple workflows work well, but may be better served by a less costly system.