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Group Reconciliations Profiles. — Cloud Customer Connect
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Group Reconciliations Profiles.

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edited Jan 24, 2022 1:02PM in Account Reconciliation 1 comment

Hi All,

We are implementing group reconciliations for our existing profiles, where all equity accounts should have only one group profile. Besides the subsegments creation and group formats / profiles, can you please inform the steps necessary in data management?

Currently we use Account , and Company segments.

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