Question

What steps are required to mirror CRM ownership in SalesLoft?

1) Export the CRM data and import it into SalesLoft
2) Manually update the ownership information in SalesLoft
3) Use an integration tool to sync the CRM ownership with SalesLoft
4) Contact SalesLoft support for assistance

Answer 1

To mirror CRM ownership in SalesLoft, you can export the CRM data and import it into SalesLoft, manually update the ownership information, use an integration tool to sync the CRM ownership with SalesLoft, or contact SalesLoft support.

Step-by-step explanation:

To mirror CRM ownership in SalesLoft, there are several steps you can take:

1. Export the CRM data from your CRM software.
2. Import the exported data into SalesLoft to update the ownership information.
3. Alternatively, you can use an integration tool to sync the CRM ownership with SalesLoft automatically.
4. If you encounter any difficulties or need further assistance, you can reach out to SalesLoft support for help.