Beginner
Import a small list of leads
Prepare a compatible file, choose import settings and check where records appear.
Import and lead sources
Bring a list into LeadScore and understand where leads came from.
Intermediate
Read import history and recovery status
Import History tracks uploaded files and their processing results. You need access to Import and the current workspace. Reviewing history is separate from…
Intermediate
Compare lead sources accurately
Lead Sources groups leads by recorded source and campaign so you can compare their outcomes. You need access to Import and the current workspace's reporting…
Advanced
Review inbound lead integration setup
The Import page's Integration tab describes inbound lead intake and a manual connected-app sync. You need authorized access to Import and control over the…
Intermediate
Identify an event attendee safely
Event Conversations lets authorized event staff resolve an attendee’s personal QR link and review the RSVP brief. You must be assigned to an event whose…