CRM Entries Clean up
Answered
We have some customers and leads with incorrect CRM data can we create a report that lists:
- Lead/Customer full name
- Lead/Customer organization
- CRM Records
We have some customers and leads with incorrect CRM data can we create a report that lists:
The same question
We don't have a report that lists CRM records. You can go to Reports and build one w/ the customer names and organization. You may even want to list email? That way the ones that are duplicates you can assume need fixed.
We don't have a report that lists CRM records. You can go to Reports and build one w/ the customer names and organization. You may even want to list email? That way the ones that are duplicates you can assume need fixed.
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