Reference Notes: What you have learned
- On the company console, admins can create data lists for enabling the contact management functionality for potential opportunities with companies and contacts.
- Click on Settings under which is the Data List tab.
- Select the data list for which the admin would like to select a new value.
- Once the new value has been set, the sales users can use the new headings to import contacts, companies and opportunities for enabled contact management.
If you have any questions, please feel free to contact us at 1 (800) 255-5303 or email us at support@zoomifier.com
