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Introduction to Effective prospect management
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Import prospects and their data from Salesforce
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Import prospects and their data from a CSV file
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Organize prospects for effective management
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Summary with reference materials
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Course feedback survey
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Effective prospect management: Prospects
Learn how to import and organize your prospects in Outreach.
This course provides instructions and best practices on importing prospect data from Salesforce and from a CSV file into Outreach. It also recommends effective ways of organizing and managing prospects that optimize sales activities.
Topics include:
- Import prospects and their data from Salesforce
- Import prospects and their data from a CSV file
- Sort and filter your prospect records in order to take deliberate and targeted action when you build your pipeline