Leads from an applicant-tracking system

CRM → Leads and Lead Contacts: import the two files Ceipal and its kind export, keep each person’s first and last name apart, and convert a lead with its people.

An applicant-tracking system keeps a lead as a company and its people separately. Import the two files in the same shape and nothing is lost on the way in.

Practical · 5 minutes · 4 steps · 2 questions

Walked over Journals (Accounting) — the behaviour is the same on all 1278 screens.

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Practical A company’s people, wherever they were recorded The Contacts section of a lead and of an account lists everybody known at that company and says where each is recorded; Country and State are lists, and SIC and NAICS appear only in North America. 6 minutes · 4 questionsOpen

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