Here's how to keep your Upsales data clean, up-to-date, and without duplication.
Where to find the Data Health Centre
Login and click the Clean Upsales account icon:
How to clean Upsales data
You can now see 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 appearing as a possible duplicate (use when you're sure it's not a duplicate) -
Delete
Removes the company from Upsales
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).