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  • Automatically assign the deal to someone

  • Automatically have the deals be part of a specific funnel

  • Automatically have the deals have a specific stage

  • Automatically have the contacts be added to the Mailchimp list

Others/FAQ:

What happens when I re-upload the same list/contacts/accounts to Sales CRM?

If you re-import existing contacts or accounts in Sales CRM, the CRM will automatically merge the new fields to the existing subject. In other words, no duplicates will be created.