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Answers

  1. Topic, Currency, Rating and Description are the four fields.
  2. The Lead Topic will be used to help classify different leads. An example includes two leads from different contacts at the same company.
  3. The lead rating can map to the opportunity rating and can indicate how active, hot or cold the lead and potential sale is.
  4. Yes, data can be imported into a variety of record types including Accounts, Contacts, and Leads.
  5. A Lead is an unqualified prospect. A prospect is a classification of a type of Account and associated contacts. A Lead it an entity (record type).
  6. A possible data separator is a comma or a comma and quotation marks.
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