Data Management: Contacts, Accounts, & Opportunities

Stages

• Stage Triggers
• Stages
• Change Contact Stage

Custom Fields

• Create Global Picklists
• Create Custom Contact Fields
• Create Custom Account Fields
• Create Custom User Fields

Enrichment

• Bi-Directional Sync Overview
• CSV Enrichment Reports Overview
• Improve Your Data With CSV Enrichment
• Control Whether Accounts Without Websites Are Automatically Enriched

Job Changes

• Enhanced Job Change Alerts
• Use Job Change Notifications to Keep Your Contacts Up-To-Date
• Manually Detect A Contact's New Job

Profiles, Owners, and Views

• Merge Account Data Overview
• New Contact Overview Page (Beta)
• Parent Accounts and Child Accounts
• Opportunities in Apollo
• Table View
• Data Flagging

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