Geteilte Anleitung

How to keep your CRM data clean

Step-by-step guide covering: Click the Contacts option; Click here to manage contacts; Click here to view contact details; Click the Delete button.

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·14 Schritte·9 Aufrufe·Veröffentlicht
Guide Video
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AI-narrated · Nova voice · English
Step-by-step Guide14 Schritte

  1. Click the Contacts option

    Click the Contacts option
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  2. Click here to manage contacts

    Click here to manage contacts
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  3. Click here to view contact details

    Click here to view contact details
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  4. Click the Delete button

    Click the Delete button
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  5. Click here to confirm deletion

    Click here to confirm deletion
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  6. Type the number of records to delete

    Type the number of records to delete
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  7. Click the Delete button

    Click the Delete button
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  8. Click the John contact row

    Click the John contact row
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  9. Click the Actions menu

    Click the Actions menu
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  10. Click the Merge option

    Click the Merge option
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  11. Click the 'Select a record' button

    Click the 'Select a record' button
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  12. Type 'john' in the Record Search field

    Type 'john' in the Record Search field
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  13. Click the John Doe email link

    Click the John Doe email link
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  14. Click the Merge button

    Click the Merge button
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