Tips, Tricks & Best Practices

fiachra_duffy
HubSpot Employee
HubSpot Employee

How to clean my CRM (with guide video)

Here is a short video walking you through the quickest way to clean up your CRM.

 

I've included the fastest way to clean up duplicates that have been caused by contact imports without email addresses. 

 

This covers:

  • Bounced contacts (local & global bounced)
  • Duplicates
  • Ghost contacts
  • Unengaged contacts

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Here are some of the filters I've used for the Ghost Contacts:

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3 Replies 3
kvlschaefer
Community Manager
Community Manager

How to clean my CRM (with guide video)

This is really useful! Thanks for sharing, @fiachra_duffy


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0 Upvotes
Tripledub
Contributor

How to clean my CRM (with guide video)

This is such a useful video, thank you.

0 Upvotes
LBurke
Participant

How to clean my CRM (with guide video)

A good guide. This is on my to-do list for next week, so the video is great timing!