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Overview
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How To Create Profile
STEP 1 - Navigate to Profile PageThere are two ways to create an Ideal Customer Profile: Salesforce Import or CSV Upload. To create a Profile, navigate to the Profile tab in the left column and select New Profile on the main dashboard screen. | |||
STEP 2A - Salesforce Integration
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STEP 2B - Upload File
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STEP 3 - View New Profile
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STEP 4 - Create a Custom Audience from ICP |
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