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Manage Data

Discuss how to sync data between your systems or manage data within Salesloft

  • 3 Topics
  • 3 Replies
3 Topics
J
Champion
JasonCheng2405Champion
posted in Manage Data
Advice needed on how to bulk update

Hi Guys, I target about 2000+ Accounts with about 5000+ target individuals with a lot the data cleansing needed. No. 1 being linking people to the right accounts. Any insights and advice on how to bulk update the linking between people and their accounts would be huge help and $ value. (I’ve explored ways of uploading CSV however without success as it only allows updating of “display company”, not “linked company”) likewise, I’m generally good with the system so if anything I could help, please leave a question here. Thanks! Jason

1252
J
Champion
3 months ago
C
Champion
car3vi33spinaChampion
asked in Manage Data
Merge option

Is there merge account or contact option?

1101
K
Lofter
3 months ago
seknorton
Discussions Moderator
seknortonDiscussions Moderator
published in Manage Data
How to use Manage DataTutorial

Welcome to our Managing Your Data section! Wondering how to use this subcategory? Here’s what we recommend: Ask questions, such as:How do you manage People vs Accounts? Can I link People to records in my CRM?Share success stories about how you have managed your data within Salesloft in partnership with your other systems. Other customers want to know what’s worked for you, so don’t be shy.We hope you use this space to inspire others - whether that’s giving them the courage to ask a question as well, or sharing wins you’ve had! - SarahManager, Customer Enablement and Experience Programs @ Salesloft 

600
seknorton
Discussions Moderator
3 months ago
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