Here's how to keep your Upsales data clean, up-to-date, and without duplication.
Where to find it
Administrators click the broom icon (Clean your Upsales data) in the sidebar:
How to clean Upsales data
This opens Organise and optimise Upsales, which shows where your data may need cleaning:
Enrich with Company Data Hub
If you have Company Data Hub you can connect company entries to gain extra data insights.
Review the companies that appear, and click (click again to deselect) to:
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Match
Upsales will either offer a suggested match, or you can search for the company:
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Hide
Excludes the company from future searches -
Delete
Removes the company from Upsales
Click Save & fetch more to apply your choices and load the next companies. If you chose to delete any companies, you are asked to confirm first.
Company duplicates
This shows duplicated companies that you can merge.
Contact duplicates
This shows duplicated contacts that you can merge.
Companies without a contact
Click the Add contact icon and you can create a contact card:
Contacts with inactive email addresses
These contacts may have left the company. You have been able to email them before, but the email address no longer exists, and you're getting a hard bounce (permanently rejected).
Click the box to inactivate all of these contacts at once. You are asked to confirm before they are inactivated. The box is greyed out when there are no such contacts, or while an inactivation is already running.