Which fields to use in the final profile
Posted: Thu Jan 23, 2025 6:27 am
To merge them, select them and click "Merge". Copies without conflicts will be merged automatically, and in case of different data, you will need to manually specif.y
Lead Removal
Managing contacts involves not only adding them, but also clearing the database of outdated and unnecessary information. There are several ways to accomplish this task, each suitable for different situations and levels of technical training:
1
Deleting individual cards. This method is new zealand telegram number database simple and intuitive, and does not require any special knowledge or skills. However, with a large amount of data, it becomes extremely inefficient and time-consuming. The process is usually carried out through the management system interface, where you can select a specific card by simply clicking on it and perform the deletion operation.
2
Bulk cleaning with filters. You can use filters to delete a large number of records at once. For example, select all contacts with the status "inactive", with the last interaction date older than a certain period, or a source that does not correspond to the current marketing strategy. In the "List" view, you can select all cards selected by filter at once and delete them in two clicks.
Lead Removal
Managing contacts involves not only adding them, but also clearing the database of outdated and unnecessary information. There are several ways to accomplish this task, each suitable for different situations and levels of technical training:
1
Deleting individual cards. This method is new zealand telegram number database simple and intuitive, and does not require any special knowledge or skills. However, with a large amount of data, it becomes extremely inefficient and time-consuming. The process is usually carried out through the management system interface, where you can select a specific card by simply clicking on it and perform the deletion operation.
2
Bulk cleaning with filters. You can use filters to delete a large number of records at once. For example, select all contacts with the status "inactive", with the last interaction date older than a certain period, or a source that does not correspond to the current marketing strategy. In the "List" view, you can select all cards selected by filter at once and delete them in two clicks.