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Dynamic Books
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Welcome
Bookbuilder
Overview
Enroll Accounts
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Account Coverage
Transfer Accounts
How-to Guides
Market Map
Overview
Salesforce Integration
CRM Export
CRM Import
Routing
Overview
Dashboard
Round Robin Queues
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Automation Builder Kit (ABK)
Getting Started
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Dynamic Books
Flow Lifecycle
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Next Steps
Add Person to Campaign
Add Person to Sales Engagement Cadence
Check Person Enrollment in Cadence
Create Task
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Next Steps
Here are the articles in this section:
Add Person to Campaign
Add Person to Sales Engagement Cadence
Check Person Enrollment in Cadence
Create Task
Send Single Assignment Email
Send Slack Message
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Match Lead to Lead
Next
Add Person to Campaign
Last modified
7mo ago
