Clean-up: find and fix messy customer data in one place
Clean-up is now in the Customers menu. It finds contacts, companies and deals that look like the same record, and lets you compare them field by field before…
Nuova funzionalità · Crescita ·
Clean-up is now in the Customers menu. It finds contacts, companies and deals that look like the same record, and lets you compare them field by field before you merge. It also finds deals sitting on your own staff instead of the buyer, emails that never reached a contact's timeline, people your team emails who aren't contacts yet, contacts without a company, and, when you ask Mo, empty and junk records. Every merge and fix can be undone from History for 30 days. The rules, such as what counts as a duplicate and whether adding a look-alike contact is allowed, are in Sales admin under Data quality.
ottobre 2026 · Rilasci e miglioramenti
Billing page now shows credits added by top-ups and auto-reload · See an invitation's details before you answer
