RT Helper

Job Level

Has the client provided mapping for Job Level in existing RT?

Yes No

Please select Job Levels to be added to RT.

Please select at least one Job Level

Department, Job Function

Has the client provided mapping for Titles in existing RT?

Yes No

Please select Departments to be added to RT. By selecting Departments, appropriate Job Functions will be added to RT.

Please select at least one Department

Two Touch Campaign Assets

Has the client provided columns for Ⅰ and Ⅱ assets in existing RT?

Yes No

Please mark assets below to add appropriate columns to RT.

Asset Ⅰ Asset Ⅱ

Please select at least one asset

Please enter Asset Ⅰ column values.

Please enter Asset Ⅰ values

Please enter Asset Ⅱ column values.

Please enter Asset Ⅱ values

Add "One Engagement" to Asset Ⅱ

Intent Topics

Has the client requested Intent topic tracking?

Yes No

Please enter Intent topics (copy/paste from Excel).

Please enter Intent topics

Custom Questions

Has the client provided Custom Questions?

Yes No

Please enter Custom Questions and Answers.

Custom Question 1:

Please enter Custom Question

Answers to CQ 1:

Please enter Answers

Please fill in all Custom Questions

Revenue

Would you like to add Revenue mapping to RT?

Yes No

Please select Revenue column

Please select Revenue ranges to be added in RT.

Please select Revenue ranges

Industry

Would you like to add Industry mapping to RT?

Yes No

Please select Industry from Standard list or enter values manually.

Select from list Enter manually

Please select Industry column

Please select Industries to be added in RT.

Please select Industries

Please enter Industries manually.

Please enter Industries

Company Size

Would you like to add Company Size mapping to RT?

Yes No

Please select Company Size column

Please select Company Size ranges to be added in RT.

Please select Company Size ranges

Countries

Add Countries in RT

Please select column for countries from RT

Please select column for countries

Please select Market Regions and appropriate countries will be added in RT

Please select Market Region

States / Provinces

Add States/Provinces in RT

Please select state column

Please select countries for state/province data

Please select at least one country

State format

Full names Abbreviations

Output File Name

Please enter a name for your configured file

File Name

Please enter a file name

ℹ️ File extension .xlsx will be added automatically

Summary

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CONFIGURATION