Overview
Who: GBU Data Stewards What: Fill an Excel template to create new Email Mapping Rules, and send it via a freshdesk ticket.
Table of contents
Step-by-step
I. Identify accounts and users | |
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| Download the Excel template : | |
| Open the excel template, and select "" sheet. | |
II. Fill the Excel template | |
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III. Send the template to CRM support via Freshdesk. | |
| Once filled, send the Excel file to CRM support via Freshdesk. |  |
Related articles
| Related docs | ||||
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