What data does Tallo send to Yello Enterprise?

Submissions sent to Yello Enterprise will include:

  • Tallo user's name
  • Available contact information (i.e. - email, address, phone number)
  • A PDF copy of the Tallo user's profile

Any data collected through optional custom fields for an opportunity is not included and must be downloaded directly from the Tallo opportunity. This can be done by selecting EXPORT SUBMISSIONS within the Opportunity management console.

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