How do you maintain your customer records?
How do you maintain your customer records?
5 Ways to Maintain Clean and Accurate Customer Information
#1 Maintain Complete Data. Ask yourself one question: How complete are my records?
#2 Avoid Entry of Duplicate Leads & Contacts.
#3 Existing Duplicate Records?
#4 Maintain a Style Sheet.
#5 Use Roles for Security.
5 Ways to Maintain Clean and Accurate Customer Information
- #1 Maintain Complete Data. Ask yourself one question: How complete are my records?
- #2 Avoid Entry of Duplicate Leads & Contacts.
- #3 Existing Duplicate Records?
- #4 Maintain a Style Sheet.
- #5 Use Roles for Security.