Instructions for Bulk Loading Contacts to Share Dashboards & Success Plans

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  • Updated 10 months ago
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Use this article for help with bulk loading your contacts to the GS Person object, so your end users can more easily share dashboards and success plans with contacts.

(Success Plans and the Shared360 can be shared with internal and external contacts, while Dashboards can only be shared with internal contacts.)
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Posted 10 months ago

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