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
| ||
STEP 2B - Upload File
| ||
STEP 3 - View New Profile
| ||
STEP 4 - Create a Custom Audience from ICP |