LeadsSeek 使用指南
设置工作空间。研究、评估资格并持续跟进。
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- Automation and saved viewsUse rules and focused lists to organize repeatable work.
- Import and export safelyPreview incoming records and choose the right transfer format.
- Duplicates and data qualityReview possible matches before changing existing records.
- Reports, forecasts and goalsReview sales progress with the right dates, filters and currency.
- Backup and recoveryPrepare a recoverable copy before making major changes.