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Market to Your Customers with Account Engagement
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            Assign Prospects During Import

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            Assign Prospects During Import

            You can assign or reassign prospects during an import.

            Required Editions

            User Permissions Needed
            To import prospects: Account Engagement Administrator or Marketing role
            1. In your import .csv file, add a column for the assigned user, and enter user email addresses.
              Spreadsheet with Assigned User column
            2. During import, map your assigned user column to the Assign to User field.

            See Also

             
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