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Meg Champion

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Latest activity by Meg Champion
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    Meg Champion created an article,

    SalesForce and Hubspot Outbound Sync for Recommended Mapped Fields

    Salesforce and Hubspot Outbound Sync for Recommended Fields that are Mapped Why Do We Sync Recommended Fields Recommended fields are key important fields that drive many of the dashboards in UserIQ...

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    Meg Champion created an article,

    Notes Synchronization to Salesforce and Hubspot

    Notes synchronization: Salesforce and Hubspot  Why Do We Sync Notes? Notes around an account contain very important pieces of information.  When viewing activity for an account in your CRM, it’s im...

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    Meg Champion created an article,

    Get User(Visitor) Attributes by User ID

    Get User (Visitor) Attributes By User ID API GET /v2/users/{user_id} Description: This API returns a single visitor (referred to as a user) along with its attributes. API Limit: 600 requests per mi...

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    Meg Champion created an article,

    Get Customer Account Attributes by Account ID

    Get Customer Account Attributes by Account ID GET /v2/accounts/{account_id} Description: This API returns a single customer account along with its attributes. API Limit: 600 requests per minute. Cl...

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    Meg Champion created an article,

    Account Owner Mapping

    Account Owner Mapping Why Do We Map an Account Owner? An account owner is the team member who is responsible for the Play and must be a user that exists in the UserIQ application.  The account owne...

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    Meg Champion created an article,

    Configuring you Customer Health Score

    Configuring Your Customer Health Score  Overview The UserIQ health score dashboard gives customer success teams clear, actionable signals on risk. It shows a visual representation of accounts that ...

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    Meg Champion created an article,

    Customer Health Dashboard Guide

      Customer Health Dashboard Guide The reimagined customer health dashboard from UserIQ gives you all the resources you need to track and improve customer health.  Feel free to open the customer he...