How to clean your CRM (with guide video)

[fiachra_duffy]

Updated 25 Apr 2023

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

This covers:

• Bounced contacts (local & global bounced)
• Contacts with no contact details
• Duplicates
• Unengaged contacts
• Ghost contacts

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How to clean your CRM - Guide Video - Watch Video

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Here is the list of properties I look at when doing a Duplicate review:

• Where did they come from? 
  • Original Source
  • Original source drill-down 1
  • Original source drill-down 2
• When did they get into the CRM? 
  • Create date
• What marketing materials have they interacted with? 
  • Time last seen
  • Last marketing email send date
  • Last marketing email open date
  • Recent conversion date
• How far have they gotten on their journey with us? 
  • Lifecycle Stage
  • Number of Associated Deals
  • Recent sales email open date

• Here is the full list of all HubSpot properties and their definitions
• Here is our blog – 13 Examples of Re-Engagement Emails for the Subscribers You Miss
  
• Understand 'Original source drill-down' properties 
  
  

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[kvlschaefer]

This is really useful! Thanks for sharing, @fiachra_duffy! 

[Tripledub]

This is such a useful video, thank you.

[LBurke]

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