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Customer Success Office Hours

✅ ask questions    ✅ learn best practices    ✅ see walkthroughs

Upcoming Sessions

October 17th @ 11am PT / 2pm ET

Managing Duplicates

Join this session to learn tricks and best practices for effectively managing duplicate records with LeanData.

November 13th @ 10am PT / 1pm ET

Matching Best Practices

Confused about Lead to Account Matching? This session will cover everything you need to optimize Matching, including improving the match rate, reducing mismatches, and reporting on the quality of matches.

Save Your Seat

What to Expect

What are Customer Success Office Hours?

Office Hours are interactive sessions with our Customer Success team, focusing on various LeanData topics. Join us to learn how you can get the most out of LeanData while having your questions answered in real-time by the team. Our goal is to give you practical, actionable recommendations to improve your routing graph and streamline your business processes!  

Each session starts with roughly 25 minutes of a Show and Tell on the tips relating to the topic, mixed with live demonstrations in a real LeanData instance. The remainder of the time is open for questions. Questions can be about the topic, but they don't have to be limited to that. Feel free to bring all your best-practices or feature-related questions to the table.

Can I get technical support here?

The best way to get the quickest and most effective support will be to submit a request to our Support Team

Can anyone from my team attend?

Anyone who you consider a user or administrator of LeanData is welcome to attend!

Will the session be recorded?

The full session will be recorded for training purposes, and may be distributed to attendees. We recommend not sharing any sensitive proprietary information.

DISCLAIMER AND NOTICE: By participating in this online event, you acknowledge that attendees have the option to engage via their personal device's microphone and/or camera. Attendees may choose not to use these features. Opting to utilize a microphone and/or camera implies consent to the capture of your image, likeness, and/or voice, discussion for exclusive use by LeanData. Furthermore, participation in this call implies consent to its recording. If you do not agree with these terms, kindly exit the call.