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Capture - Either you use on of our source connectors (ELO, SQL) to capture your data from the core systems or use the API to push data
Store - Every data is stored in our datastore. It doesn’t what the information is: documents, contact data, sales figures or even a ticket.
Present - Information that is captured and stored in Portrait, can be grouped in views and be prepared for your needs – including “call to actions”, data formats and html support
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Terms - 101
This are the most important terms that are useful when working with Portrait:
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