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Tip 9. Improve your management with up-to-date data. Keep your information up to date​

Having an up-to-date and comprehensive database makes it easier for you to manage businesses. The more information you have, the better you can work.

A clean and complete database helps you to be more efficient. To this end, when you open a customer record, if you spot any errors, data that needs updating or important actions, you must make the necessary changes. Examples:

1. Relevant details (contact’s job title, mobile number)

2. Lead status: If a contact or customer no longer exists, change the status to: 10. To be deleted

3- ERP Segment: It is very important to enter the same information as that provided to the Customer Service Centre.

4- Source of contact: It is important that, when creating a contact, we specify the source of the contact.