🧹 CRM Data Hygiene

• How to keep your CRM data clean?

  Organise your CRM data Unique ID Make sure to maintain a clean unique ID for each object Contacts : use an email or a phone number (use the E.164 phone number format) or a linkedin URL Deals : make sure a deal is associated to a Company and to a Contact Companies : make sure you have a clean domain or a business legal number or a linkedin company page URL Avoid duplicates using the HubSpot Duplicates feature (or the Operations hub) or using a tool like Koalify (httFew readers

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