Use this link to share with your colleagues:
PM Admin Cert Module 17: Data Management Options: https://help.pm.leapevent.tech/a/1464214
In this module, we'll focus on:
- Duplicate Management
- DIY Data
- Paid data services
- Ticket Order Import Tool
Help Tab articles for this module:
- All About Managing Duplicate Accounts & Contacts
- How to Set Up Duplicate Management for Accounts & Contacts
- How to Use State and Country Picklists
- Data Project Services
- All About List Views
- Introduction to DIY Data
- NCOA: Definition & Best Practices
- Webinar: Mass Updating Accounts and Contacts - September 2020
- How To Get your Data Ready for a Mailing
- How to Use the Ticket Order Import Tool
- Updating Your Benefits En Masse
- How to Back Up Data Using a Report
- How to Back Up All Your Data