This is one of the main places where duplicates are created, especially when you’re adding files from different team members and different sources that have never been checked for duplicate information. Importing your data is one of the very first steps to getting up and running in Nutshell. Importing new companies and people from a spreadsheet Check out this article to learn more about finding and merging existing duplicates in your Nutshell account. We know that nobody’s perfect! Just in case some of those dirty duplicates make their way into your account, Nutshell’s deduplication feature has your back. Updating existing Nutshell companies and people with an import.Importing new contacts from a spreadsheet.Click on the source you’ll be importing from to jump to that section. That’s exactly why you’re here: to learn how to avoid creating these duplicates in the first place. That’s why you’re using a CRM in the first place, isn’t it? You want to make sure that you’re getting all the information when you view someone’s timeline, and you can’t do that if a contact has multiple pages with different timelines in your account. Nutshell is designed to eliminate this kind of guesswork.
Is it possible that the contact you’re emailing has two company pages and you’re using the page with an outdated email address? If there are duplicates in your account, you bet it is.
Keep your Nutshell account organized by preventing duplicates from being created when you add or update your contacts.ĭuplicates are one of the biggest culprits of dirty data and no one wants that in their Nutshell account. Duplicates make it tough for your team to know if they’re getting the whole story.
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