Data Management: Contacts, Accounts, & Opportunities

Stages

• Stage Triggers
• Stages
• Change Contact Stage

Custom Fields

• Global Picklists
• Create and Update Custom Contact, Account, and/or User Fields

Enrichment

• Control Whether Accounts Without Websites Are Automatically Enriched

Job Changes

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

Profiles, Owners, and Views

• Parent Accounts and Child Accounts
• Table View
• Star Contacts, Accounts, and Tasks
• Data Flagging
• Contact and Account Cards Overview
• Manage Duplicate Accounts

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