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

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Troubleshooting

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