AnsweredAssumed Answered

How to clean up data in 6.1.5 Pro?

Question asked by Camma Camma on Oct 16, 2014
Latest reply on Oct 16, 2014 by Camma Camma
HI All,

Need some advise please.
We have just started to look at cleaning our data as we have had some 'bad' data practices in the past, so we are trying to streamline the processes.
We currently have many  Opportunities that were created in Leads module, rather than in the Contacts module.  We want to move this data into the Contacts module, but we have to obtain the Name from the lead.
When we export the information, it would then be a manual process to look into each individual Opportunity and Lead to get the Contact Name.

Hope this makes sense, we are pretty new to this so any ideas that would make this process easier would be much appreciated.

Thanks, Sue

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