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Automatically creating data hierarchy in CRM applications based on imported contact data
Automatically creating data hierarchy in CRM applications based on imported contact data
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机译:根据导入的联系人数据在CRM应用程序中自动创建数据层次结构
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摘要
An automated contact import module enables users to select groups of contacts to import from an email, contact management, scheduling (ECS) application based on viewing contacts by category, organization, email domain, and similar attributes. Contacts in selected groups are imported to a CRM application with automatic data mapping. Communication history may be part of the import process by searching previously indexed emails, appointments, and comparable data associated with the selected contacts effectively creating a data hierarchy at the CRM application.
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