FieldSales
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NameTierScorePhoneWebsiteRatingZoneIndustryStatus

Corp data import

Upload the Looker export (owner × corp × month). Re-importing updates orders and owner changes; locations are kept.

Locate corps on the map

Existing customers

The planner never sends an AE to a business that is already in the corp list. Re-check after importing new corp data or fixing corp locations.

Google Places

Settings

Corps that need a location

CorpAEOrdersStatusNote