zero adds
3 step processs
1 – running advanced search to find new people
2 – once you find relevant people save as lead
once you save a lead you will receive new alerts regarding that lead.
job change, mentioned in post, etc. so you can learn more about that perosn
3 – engaging in converstaion with in mail message
accounts – company
leads- people
try and get the filtered search down to 300 peopele
if you are on the team addition or hire – CRM shows they are already connected in our dynamics
if you send messages to leads – that will link to CRM notes section
Once you manually create a contact in CRM then activiity will link seamlessley – click on CRM partenrs list link to see what our CRm software link includes.
Cant export/import anything ro
