Cleaning and Archiving Contacts - Virtual Instructor-led Training, April 23, 2021

Cleaning and Archiving Contacts - Virtual Instructor-led Training, April 23, 2021


The video below shows a slightly older version of Sumac, In a recent release, we added a new Simple Search option which is not shown in the video. To expand the search options, click "Advanced Search" (see screenshot below):


"Advanced Search" enables you to compose a search with criterion other than the type displayed in the  "Simple Search" and searches with multiple criteria (see screenshot below): 



This is a video of our Sumac CRM virtual instructor-led training, hosted on Friday, April 23, 2021.

This virtual training session covers:
  1. Using Search Builder to identify records to remove

  2. How to pull that list for your team to validate

  3. Using List Builder to refine that list

  4. How to safely delete records

It also includes some simple navigation tips and tricks to make your life easier as you move around in your Sumac database.

Although we don't generally recommend archiving contacts, every database has a limit on the number of contacts you can add before you run out of space. If you can't expand your license to accommodate your growing contact list, here's how you can whittle it down to size.




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