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Platform

  • Understanding CRM Activity Logging
  • Create Demandbase Calculated Fields for Connected Mode
  • Create Demandbase Calculated Fields for Disconnected Mode
  • Map Segments to CRM Custom Fields
  • Map Predictive Scores to CRM Custom Fields
  • Manage Communication History (Email Access Control)
  • Configure Email Communication Visibility (Email Access Control)
  • Disable Gmail Communication History Tracking
  • Understanding Email Service Accounts
  • How the Google G-Suite (Gmail) - Demandbase Sync Works
  • Set Up an Email Service Account in Google G-Suite (Gmail)
  • How the Microsoft Email - Demandbase Sync Works
  • Exchange Details for your IT Team
  • Set Idle Session Lifetime for User Logouts

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