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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Leads best practices

edited Jun 2, 2025 2:39PM in Ask A Guru 8 comments

If we go to different trade shows and we want to import the data to each show, do we need to create a show name first and import the data there? Please advise the steps! If the trade show list already has our existing customers' names, how does the system know the record is in the system? Please advise! Thank you!

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