Account & Settings

ankurp
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Reset All Account Data

resolver

We had initially looked into HubSpot's free CRM last year but had tabled it due to lack of interest.  Now we are revisiting this product, but we still have junk data in our account from last year's testing.  Is it possible to clear everything (e.g. activity, contacts, companies) without deleting the account?  Thanks in advance.

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PamCotton
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Gerente da Comunidade
Gerente da Comunidade

Reset All Account Data

resolver

Hello @Anonymous,

 

When you select all contacts on the contacts page it will display an option of "selecting all users", more info below:

 

Screen Shot 2020-12-08 at 4.39.03 PM.png

 

I hope this helps.

Pam

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karstenkoehler
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Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Reset All Account Data

resolver

Hi @Arcane,

 

In addition to deleting all contact, company, deal records, there are a few other things I'd check / delete if you want to start fresh:

 

Menu > Contacts > Lists (delete lists)

Menu > Sales > Tasks (delete tasks, use dropdown to delete old tasks assigned to users)

Settings > Properties (filter and delete contact, company, deal properties not created by HubSpot)

 

Especially lists and properties can cause confusion further down the line when it's unclear if they're still to be used or outdated.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Reset All Account Data

resolver

Hi @Arcane,

 

In addition to deleting all contact, company, deal records, there are a few other things I'd check / delete if you want to start fresh:

 

Menu > Contacts > Lists (delete lists)

Menu > Sales > Tasks (delete tasks, use dropdown to delete old tasks assigned to users)

Settings > Properties (filter and delete contact, company, deal properties not created by HubSpot)

 

Especially lists and properties can cause confusion further down the line when it's unclear if they're still to be used or outdated.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Arcane
Membro

Reset All Account Data

resolver

thank you!!!

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Anonymous
Não aplicável

Reset All Account Data

resolver

Hi if you have 40k contacts and you can delete only 100 by 100 it is going to be very complicated?

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PamCotton
Solução
Gerente da Comunidade
Gerente da Comunidade

Reset All Account Data

resolver

Hello @Anonymous,

 

When you select all contacts on the contacts page it will display an option of "selecting all users", more info below:

 

Screen Shot 2020-12-08 at 4.39.03 PM.png

 

I hope this helps.

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




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jennysowyrda
Gerente da Comunidade
Gerente da Comunidade

Reset All Account Data

resolver

Hi @ankurp

 

You can delete the contacts, deals, and company records in the portal by going to the table view of each tool and clicking the check box in the top left hand corner of the table (in the header of the table) and then selecting delete. For a tutorial of how to do this, click here.

 

You can also create a new free portal if you'd rather start with a fresh CRM. 

 

Thank you, 
Jenny

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