How Tos

Goal-oriented "how to" guides

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36 articles in this collection
Written by Chen

Bulk merge duplicate people, companies

How to merge duplicate people, companies, deals in bulk and automatically
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Written by Chen
Updated this week

Format names, phones, addresses

How to format names, phones, addresses in bulk and automatically
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Written by Chen
Updated over a week ago

Standardize job titles, industries, locations

How to standardize titles, industries, locations in bulk and automatically
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Written by Chen
Updated over a week ago

Link and associate people to companies

How to link and associate people and companies in bulk and automatically
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Written by Chen
Updated over a week ago

Import new records or update from CSV

How to import new records or update and append to existing from CSV
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Written by Chen
Updated over a week ago

Bulk update values of any field

How to bulk update field values, one-time or automatically on a recurring basis
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Written by Chen
Updated over a week ago

Cleanse data

How to cleanse data, one-time or automatically on a recurring basis
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Written by Chen
Updated over a week ago

Link parent-child companies, create accounts hierarchy and relationships

How to link parent companies to subsidiary companies and accounts in bulk and automatically
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Written by Chen
Updated over a week ago

Bulk clear values from field

How to bulk clear values from field in bulk and automatically
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Written by Chen
Updated over a week ago

Customize bulk deduplication using exclusions and pre-defined masters

How to customize bulk deduplication logic with exclusion lists and pre-defined merge master selections.
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Written by Chen
Updated over a week ago

Solve Salesforce and HubSpot sync issues

How to solve Salesforce and HubSpot sync issues in bulk and automatically
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Written by Chen
Updated over a week ago

Track and monitor data quality

How to track and monitor data quality, one-time or automatically on a recurring basis
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Written by Chen
Updated over a week ago

Alerts about business validation exceptions

How to get alerts about business data validation exceptions automatically
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Written by Chen
Updated over a week ago

Export data on a recurring basis

How to export data on a recurring basis automatically
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Written by Chen
Updated over a week ago

Quickly edit and correct data

How to quickly edit and correct data using inline edit and templates
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Written by Chen
Updated over a week ago

Create reports and track metrics

How to create reports and track metrics, one-time or automatically on a recurring basis
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Written by Chen
Updated over a week ago

Convert field type from free-text to picklist

How to convert field type from free-text to picklist
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Written by Chen
Updated over a week ago

Search like you never imagined possible

How to search using sophisticated methods not available in CRMs
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Written by Chen
Updated over a week ago

Compare CSV to existing data

How to compare CSV to existing data and reconcile data between CRMs
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Written by Chen
Updated over a week ago

Bulk assign owner

How to bulk assign owner and route leads, one-time or automatically on a recurring basis
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Written by Chen
Updated over a week ago

Explore database fields and values

How to explore database fields, see a breakdown of values, and bulk update.
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Written by Chen
Updated over a week ago

Map values from one field to another

How to map values from one field to another, one-time or automatically on a recurring basis
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Written by Chen
Updated over a week ago

Consolidate and retire legacy fields

How to consolidate and retire legacy fields
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Written by Chen
Updated over a week ago

Custom ETL

How to build and implement custom ETL, one-time or automatically on a recurring basis
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Written by Chen
Updated over a week ago

Identify incomplete records

How to identify incomplete records, missing values in key fields
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Written by Chen
Updated over a week ago

Analyze data, group by stats

How to analyze data, group by stats, one-time or automatically on a recurring basis
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Written by Chen
Updated over a week ago

Collaborate with your team about data

How to collaborate with your team about data using templates
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Written by Chen
Updated over a week ago

Declutter and purge low-quality data

How to declutter and purge low-quality data, one-time or automatically on a recurring basis
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Written by Chen
Updated over a week ago

Prepare data for BI

How to prepare data for BI, one-time or automatically on a recurring basis
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Written by Chen
Updated over a week ago

Fix data inconsistencies

How to fix data inconsistencies, one-time or automatically on a recurring basis
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Written by Chen
Updated over a week ago

Bulk delete records

How to bulk delete records, in bulk and automatically
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Written by Chen
Updated over a week ago

Copy or move values between fields

How to copy or move values from one field to another, in bulk and automatically
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Written by Chen
Updated over a week ago

Validate data values

How to validate data values, one-time or automatically on a recurring basis
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Written by Chen
Updated over a week ago

Enrich contact and company information

How to enrich contact and company information, one-time or automatically on a recurring basis
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Written by Chen
Updated over a week ago

Migrate from one CRM to another

How to migrate from one CRM to another
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Written by Chen
Updated over a week ago

Sync data between CRMs

How to sync data between CRMs
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Written by Chen
Updated over a week ago