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Select either an Individual, the page, or all results. The system will create new Prospect records for each selected match. If a Prospect already exists with the same email, it will enhance the existing record instead.
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Domain Lists and Named Accounts
You may already have targeted accounts and domains to pursue. You can use a Domain List or your Named Accounts to quickly find relevant Prospects.
To connect a Domain List or Named Accounts List, right click on the Domains field in DataSpring and select either Domain List or Named Accounts.
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To set your Named Accounts, navigate to Personal Settings > Personal, and scroll down the Named Accounts section. |
Reviewing Transactions
You can review transactions to see what data has been imported and by which user. To view logs for DataSpring, navigate to Reports > System > Dataspring.
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