Account & Settings

ankurp
Member

Reset All Account Data

SOLVE

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.

0 Upvotes
2 Accepted solutions
PamCotton
Solution
Community Manager
Community Manager

Reset All Account Data

SOLVE

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 !




View solution in original post

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reset All Account Data

SOLVE

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lists and properties can cause confusion further down the line when it's unclear if they're still to be used or outdated.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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

View solution in original post

5 Replies 5
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reset All Account Data

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

Arcane
Member

Reset All Account Data

SOLVE

thank you!!!

0 Upvotes
Anonymous
Not applicable

Reset All Account Data

SOLVE

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

0 Upvotes
PamCotton
Solution
Community Manager
Community Manager

Reset All Account Data

SOLVE

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 !




0 Upvotes
jennysowyrda
Community Manager
Community Manager

Reset All Account Data

SOLVE

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

0 Upvotes