Create standard Populations for your Customers, Prospects and Open Opportunities to make account mapping with your partners easy.
You can create these three Populations on the Populations page, along with any additional custom Populations that you'd like.
If you already have Populations created that you would like to use as one of these three standard Populations, you can update it. Do this by clicking "Select" and select the Population you would like to update. This will change the name of the Population and allow your partners to see that it is labeled as one of your standard Populations.
If you would like to create a new Population click "Create" within either your Standard or Custom Populations section.
If you would like to change which Population is marked as a standard, you can do so by converting the standard Population to a custom Population.
Next, you can either create a new standard Population or you can select a custom one to convert to standard.
If you are sharing data from a standard Population with your partners, they will see these Populations listed first in reports. This makes it easy for your partners to identify these three common Populations to use in account mapping.
Check out this video to walk through the steps: