My Pipeline
- Pipeline Overview
- List vs Campaigns vs Workspaces
- Prospect Record vs Lead Record
- Importing Prospects, Leads, Buyers and Contacts
- Exporting Prospects, Leads, Buyers and Contacts
- Leads Dashboard Summary
- Using the Distribute/Remove features on Leads
- Find, Merge, and Delete Duplicate Leads
- Using the Advanced Search
- Customizing Your Header Bar