GCI: Salesforce clean-up of contacts

Description

This task involves cleaning up the Contacts within Salesforce to ensure they're ready to be imported in Mailchimp.

For each contact, ensure it has a value for:

  • Country Dropdown (look in the mailing country field or the country value for the parent account)

  • Contact Type (look at the parent account type to see what their account type is)

  • Area of Interest (if it's not obvious from details, simply pick an area of interest that maps closest to their contact type) - this field will be captured more diligently on lead forms going forward.

If you plow through this task too rapidly, please while you're editing the contacts make sure they have proper capitalization, etc (i.e. general clean-up)

Assignee

Kevin

Reporter

Ed Cable

Priority

Minor
Configure