AgileConnect for Dynamics Installation
You can also prospect outside of your license; this has an associated fee. See the Prospecting page for more information.
See the Prospecting page for additional information on prospecting.
Purge inactive personnel and institutions on a regular basis. The Institution Status Text and the Personnel Status Text indicate whether the record is active/inactive/closed.
When two (or more) records have the same Agile UID, this indicates that they are duplicates and can be merged.
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