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Automation
(19)
Automation Rules Library
Manage Owner Mapping
Custom Objects
Creating & Editing Convert Rules
Data Maintenance Module
(4)
Creating Data Maintenance Jobs
Anatomy of a Job
Address Validation & Standardization
Mass Update and Mass Delete
Filters
(24)
Fuzzy Logic on Street Address
Merge and Convert Errors
Anatomy of a Filter
Excluding Records From Filter Results
Getting Started
(7)
Multi-User Settings and Functions
How to Dedupe and Where to Start
Installing & Connecting Cloudingo
Grid & List Dashboard Views
Import Wizard
(14)
Importing Contacts
Importing Accounts
Importing Leads
Import Templates (Rapid Import)
Merging & Converting
(18)
Exportable Reports
Automation Preview Report
Manage Owner Mapping
Additional Merge and Convert Options
My Account
(9)
How to Login
Granting Support Access
Reports
Change Username or Password
Tips & Tricks
(1)
Reassign and Transfer Account Ownerships
Videos
(25)
Focus on Success Webinar Recordings
Cloudingo Overview (video)
Dedupe Dashboard Overview (video)
Building & Creating Filters (video)
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