How to save prospects in the Monitoring

Owned by Jason Tan
Last updated: Jul 13, 2024 by Jason Tan
1 min read

🗝 4 Ways to Save Key Prospects

  1. In bulk from a spreadsheet (Manual)

  2. Individually on LinkedIn (Automatic)

  3. Individually on the web app (Manual)

  4. In bulk and on-going with CRM integration

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https://engageai.atlassian.net/wiki/spaces/HelpStrategyHub/pages/1769538