Who can use this feature?
Let's say that a prospect's annual revenue and what advertising technology they use is important information for your sales and marketing teams to know. With a deployment profile, you can include those signals in your deployments so your team can see that information in your CRM.
Before You Start
Here's what you'll need.
A list of fields in your CRM. You'll need to map these to fields in Radius.
Create custom fields in your CRM for each additional Radius field you plan on using. (Optional)
Create a Deployment Profile
Create a Deployment Profile by adding a Radius field and mapping it to a field in your CRM so we know where to export those values. Each Deployment Profile you create can include five mapped Radius fields.
- From the main menu, click Integrations.
- Find your CRM integration, and then click View Details.
- Go to the Deployment Profile tab, and click Add Profile.
- Add a deployment profile name and then map the fields.
- Click Save.