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Managing prospect and customer data

This module is for anyone who wants to manage prospect and customer information.

The structure of the prospect and customer data depend on if you are selling to a business (B2B) or consumer (B2C). In this lesson, you will learn about the entities involved in managing business organizations, individual consumers, and households.

What you'll learn

By the end of this course, you will be able to successfully:

  • Explain the relationship between organizations, contacts, accounts, and households
  • Create organizations
  • Create contacts and households

Course Outline

  1. Managing prospect and customer data

    • Before you begin
    • Tell me about prospect and customer data
    • Let me create an organization
    • Let me create a household
    • Before you leave

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level


  • Duration

    45 minutes

  • Platform Version


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