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How to Add a New Contact to the LMS


Description
To add a new contact to the LMS, first make sure all components of the Opportunity are correct. A new contact can be added if the Stage is Closed Won, the Active flag is checked, and the SMS Type is set to Enterprise.

Difficulty: Basic

Content
  • How to Add a New Contact to the LMS
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 1 year
Prerequisites
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