Be sure to include the following key indicators and required fields:
- Company Name
- Address 1
- Address 2
- City
- State
- Zip
- Transaction Date
- KPI1 Date and KPI2 Date
Additional fields can be provided and mapped, but are not required:
- Transaction Amount
- Full Name, First or Last Name
- Home, Work, or Cell Phone
- Email Address
- Product tags, such as:
- tag_1
- tag_2
- tag_3
- product_code