Agency Revolution

TAM File Review Step and Its Importance

Can I sync Prospects from TAM to Fuse? How can I identify and market to the Prospects I have in TAM?

How to create, save, and export a TAM report for integration with Fuse

What field in TAM does Fuse use for the Customer Since Date?

Is the "Primary Contact" the same thing in TAM and Fuse? What if I don't use Contacts in TAM or don't indicate the Primary in TAM?

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