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Managing your Data Sources

Managing your Data Sources

By Delphine and 3 others4 authors10 articles

Data Source Settings

Define your Data Source status rules

Define your Strategic Accounts

Define your Private Accounts

Import Custom Fields

Reveal's Rule Engine

Data Source Assignment

Custom Settings

Account mapping if partnership data is on the Opportunity level

Importing Reference/ Lookup Field data from Salesforce to Reveal

I cannot find a field from my SFDC

HubSpot: Update a Company Property using a Deal Field