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Move Out of Excel and into a Pre-Lead Workspace
Move Out of Excel and into a Pre-Lead Workspace
Tired of having people use Excel files full of names to collect needed information before inserting the records as a lead? Want to move this process inside Salesforce? Join us to learn how to build your own Pre-lead workspace. Move out of Excel and into the cloud, allow reporting on these once hidden processes. Use Flow, Process Builder or your favorite ETL program.
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