Duplicates in the CRM: how to merge contacts and deals without losing anything
The same customer is in the database twice — as two contacts and as two deals. The manager sees half the history, the report counts two people, and the built-in merge folds the fields together and can lose the rest.
How to recover data that was bulk-deleted in a CRM
Somebody ran a bulk operation on the wrong segment, and tags, links or whole records vanished from the list. There is no undo button. But in most cases the data is still there.
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Tell us which process eats the most time. We will write back with what can be automated and roughly what it would cost.
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