When we set up your lists of contacts/users to track for job changes, we have the ability to import some of them automatically, vs connecting to a Salesforce report or uploading a CSV.  These lists are indicated by the “Import Automatically” checkbox in UserGems Settings as well as the Track Contacts screen:

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If we auto-import a category/list for you, this is how we determine what data to pull from your Salesforce for each list:

Closed won opportunity contacts

• Opportunity.IsClosed = True 

          AND

• (Opportunity.IsWon = True  

          OR 

• Opportunity.Probability = '100')

Open opportunity contacts

• Opportunity.IsClosed = False

Closed lost opportunity contacts

• Opportunity.IsClosed = True 

          AND

• (Opportunity.IsWon = False  

          OR 

• Opportunity.Probability = ‘0’)

Customer contacts

• UserGems reads your Customer Account list as defined in UserGems Settings to pull in all associated Contacts and only sends job changes if they match your associated persona at their new job
• Note: UserGems can only can import this list automatically if the Customer Account report has been uploaded and the Persona(s) have/has been defined.

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