My Pipeline
- How to Add Multiple Owners/Contacts to Records.
- Find and Merge Records
- 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
- Manage All Duplicate Leads with "Find Duplicates"
- Using the Advanced Search
- Customizing Your Header Bar