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de-duplicate : filtering and exporting

  • Features to be included:
    • being able to Filter de-duplicate contacts by team, country, owner, etc. or any other features. 
    • Including de-duplicates into a list
    • being able to export the de-duplicate contacts to excel
    • the same applies to de-duplicate companies
  • Who (what type of role or team) is the feature for? 
    • People that need to manage the contacts database
  • What is their goal?
    • maintain a clean database
  • What value will this add?
    • efficiency when maintaining the database depends on different users
  • Are there examples of other places or products who have this feature?
    • in any other place where the contacts are listed. 
HubSpot updates
1 Comentário
A_S
Berater

It is easier if we can apply the logical filter in the workflow to compare two contacts, based on first name, company name etc.

 

e.g. (FN C1 = FN of C2) and (CN C1 = CN C2)  add the contacts to duplicate contacts list