Account and Contact Management

Account and Contact Management

Use this section to get started with account data standards and managing account information.

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About this course

Use this on-demand training guide to understand:

  • Account Data Standards
  • Managing Accounts and Contacts

 

  • Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
  • Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
  • Support Articles: Designed to answer workflow questions by providing step-by-step instructions.

Curriculum

  • Account Data Standards
  • Managing Accounts and Contacts

About this course

Use this on-demand training guide to understand:

  • Account Data Standards
  • Managing Accounts and Contacts

 

  • Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
  • Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
  • Support Articles: Designed to answer workflow questions by providing step-by-step instructions.

Curriculum

  • Account Data Standards
  • Managing Accounts and Contacts