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  1. improveit! 360
  2. Prospects

Prospects

Configuration

  • Create an Alert Message

How To

  • Using Salesforce Data Loader to Insert Marketing Source Costs
  • Lead Tracking and Marketing Reports
  • Disqualified Prospects
  • Merge Duplicate Prospects
  • Merge Prospects
  • Source Costs- track marketing spending
See all 7 articles

Troubleshooting

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