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BDE Individual Prospecting (BDE SOURCED), BDE Individual Prospecting,…

- - - - Scrub list against ONE Sales to identify new vs existing accounts
        
        IF new account --- send to GSDC? to create account in ONE Sales
        
        Once account is created, add to Outreach upload template
        
        If existing account is owned by BDE --
        Mark as "Existing" in Outreach upload template column
        If existing account is owned by other -- exclude from campaign
- - - - Create opportunity in ONE Sales
        MANDATORY: Add #OutreachSales tag
        Manage account in ONE Sales
- - - - Automate assignment based on meeting type in Outreach -- round robin meeting invite to team to join
        
        Update owner in ONE Sales
      - Send to Sales Director to assign
        
        Assign task in Outreach to follow up OR alert seller
        
        Create opportunity in ONE Sales
        MANDATORY: Add #OutreachMarketing tag
        Manage account in ONE Sales
- - - - Create opportunity in ONE Sales
        MANDATORY: Add #OutreachSales tag
        Manage account in ONE Sales
- - - - Once assigned, send to GSC? to create account in ONE Sales
        
        Once account is created, add to Outreach upload template