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[Sticky] CRMfusion Public Training - DemandTools Lead Convert  

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Anja Miller
(@anja-millercrmfusion-com)
Data Sidekick Admin
Joined:4 years  ago
Posts: 59
April 25, 2017 12:56 pm  

***This class is pre version 2.8. The Lead Conversion module was released in version 2.8. For the most up to date training, refer to this post.***

This class covers the Lead to Contact, Lead to Account and Mass Lead Convert modules in DemandTools.

Topics Covered:

  • best practices
  • matching and mapping types for Lead to Contact and Lead to Account modules
  • querying leads for mass conversion (no matching to existing records)
  • convert settings
  • **A working knowledge of Single Table Dedupe basics is highly recommended.

To register for upcoming live trainings please go to www.crmfusion/training

 

**all public training recordings are unedited**

 

Edited: 11 months  ago

Anja Miller
Marketing Manager
CRMfusion, Inc.


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