Trimmr
How to get started with Trimmr
Duplicate records identified by DataGroomr may be exported for additional analysis or integration with external systems. There are two export options available: Export as a CSV file Sync to Salesforce as Duplicate Record Sets Both export options are accessible from the dataset extended menu. Clicking on ...
Wed, 8 May, 2024 at 3:15 PM
Trimmr includes the ability to mass convert leads to contacts or accounts. Converting Leads to Existing Contacts Create a cross-object dataset with Contacts as a Parent dataset and Leads as a child dataset. Note: A Leads in Contacts dataset is created by default when you first log in. Read more:
Crea...
Thu, 23 Jun, 2022 at 9:23 AM