Welcome to Rightbound! This document contains relevant articles to help you start using Rightbound.
1. Rightbound's basic functionality is to upload a list, which can be either an account list or a contacts list. To enrich the list, you will need to create a persona.
Once the persona is defined, you can upload either an account list or a contact list.
Uploading account list
Uploading contact list
Once the lists are enriched, you can upload them to your CRM.
2. To automate this process, you can integrate your CRM and/Or SEP
Before creating Dynamic filters to source accounts from SEP or CRM, make sure to invite other users.
User management
Create Dynamic Filter
3. Accounts and contact frequency can now be managed on the accounts page.
For more information please contact your CSM or use our support chat.