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User Guide
Getting Started
FI Works Overview
Accessing the Application
Getting Around
User Guide
Scorecards
Dashboards
Search
Profiles
Activities
Sales & Contact Management Tools
Leads and Prospects
Centers of Influence
Sales Reporting and Analytics
Marketing Automation
Settings
Profitability
Administration Guide
Application Settings
FAQs
FAQs
Announcements
Release Notes
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Help Center
User Guide
Getting Started
FI Works Overview
Accessing the Application
Getting Around
User Guide
Scorecards
Dashboards
Search
Profiles
Activities
Sales & Contact Management Tools
Leads and Prospects
Centers of Influence
Sales Reporting and Analytics
Marketing Automation
Settings
Profitability
Administration Guide
Application Settings
FAQs
FAQs
Announcements
Release Notes
User Guide
Scorecards
Understanding Scorecards and Key Performance Indicators
Using Scorecards
Using Scorecard Views
Drilling Down to Get Detailed Information
Entering KPI Goals
Viewing KPI Reports
See more
Dashboards
Understanding Dashboards and Reports
Finding Dashboards
Using Dashboards
Using Dashboard Filters
Drilling Down
Downloading Dashboards & Reports
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Search
Search
Profiles
Understanding Profiles
Customer Profile
Account Profile
Household Profile
Prospect Profile
Lead Profile
Center of Influence Profile
Understanding Demographics
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Activities
Understanding Activities
Using My Queue
Using Activity Queue
Common Features for Activities
Using Tasks
Adding Opportunities
Adding Referrals
Adding Cases
Reassigning Activities
Using the Notes Tab
Using the History Tab
Using the Survey Tab
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Sales & Contact Management Tools
Adding Additional Contact Information
Recording a Contact
Viewing History
Forms
Leads and Prospects
Leads and Prospects
Adding Leads
Adding a Prospect
Using the Leads and Prospects Manager
Promoting, Disqualifying and Reassigning Leads
Demoting, Disqualifying and Reassigning Prospects
Converting Prospects to Customers
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Centers of Influence
Centers of Influence
Working With Centers of Influence
Sales Reporting and Analytics
Sales Pipeline
Sales Analytics
Marketing Automation
Understanding Marketing Automation
Getting Access to Email Templates
About SendGrid Email Templates
Email Design Tips
Settings
My Profile Settings
Profitability
Understanding Profitability
