All sales are ingested first into the Sales Raw table, which contains the exact v…

  Prepare Set a cutoff date to make all changes (the end of a month) It is best t…

Need to combine with: https://clarivoy-squad.monday.com/docs/2450180928?blockId=4…

Need to combine with: https://clarivoy-squad.monday.com/docs/2450180928?blockId=9…

1. Lock the Boards Automated Process (no work required) 🚦 THIS STEP HAS BEEN AUTO…

Leads Data Combined Any Leads data that cannot be mapped specifically or accurate…

Third Party Data Sharing Board Monday board: Third Party Data Sharing Survey Proc…

Introduction This article will show you how to add a custom search engine to your…

The Clarivoy Tag Assistant is an Extension for Chrome web browser.  This extensio…

See https://clarivoy-squad.monday.com/docs/2450195794          …

This document is a reference for the Ops Team only regarding how things work in R…

This document is for Ops Team members. This outlines troubleshooting steps to tak…

Introduction The Tickets board is an Internal and external repository and trackin…

Dropbox Data Locations Most of our sales and leads data is downloaded, collected,…

As of October 2025, all groups have been split into individual items on the Ops O…

SendGrid is a system used by Engineering to send email notifications for the DMUI…

ClickTrails data and matching is refreshed every night by the nightly processing …

Data must be “pushed to Prod” in order to appear in the Production Dashboard (DMU…

SA Matching typically occurs every night with the nightly Matching DAG run and pr…