Skip to main content
improveit! 360 Help Center home page
Training Videos Webinar Training Schedule Community
Sign in
  1. improveit! 360
  2. Prospects

Prospects

Configuration

  • Create an Alert Message
  • Next Annual Maintenance Date how to update the date

How To

  • Marketing Restrictions
  • Using Salesforce Data Loader to Insert Marketing Source Costs
  • Lead Tracking and Marketing Reports
  • Disqualified Prospects
  • Merge Duplicate Prospects
  • Merge Prospects
See all 8 articles

Troubleshooting

  • Search and Create: Prospect Matching Details
  • Troubleshoot the 'Find Duplicates' Search Criteria
improveit! 360