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1 Hour

Creating a Foundation for Revenue Operations

The role of operations professionals is quickly shifting from “CRM police” to strategic business partner.

Operations is no longer about running a report or configuring integrations, but instead, enabling revenue teams to be more efficient and effective.

Watch our on demand customer training for more on creating foundational processes with RingLead Prevent that allow you to focus less on the tactical, and more on the strategic.

Watch now to learn more about:

  • Surviving Field Value Rules in Prevent
  • Setting up a Marketo Webhook, including Matching Rules for:
    Duplicate prevention
    Lead-to-account linking/converting
    Orphan handling
  • The synergy between RingLead’s Webhook and other core platform processes
  • Creating List Import tasks

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