Good data makes HelpOne much more useful for everyone on your team. Follow these practices:
Avoid duplicates
- Always search for an existing contact or organization before creating a new one.
- Check slight variations in spelling or email addresses.
Be consistent
- Use consistent capitalization and naming (especially for organizations and campaign names).
- Agree as a team on how to enter phone numbers, addresses, and titles.
Keep information current
- Update email addresses and phone numbers when you learn of changes.
- Mark records as inactive instead of deleting them when possible (this preserves history).
Review regularly
- Before major campaigns or year-end reporting, review key lists for accuracy.
- Assign clear ownership for data quality so it does not fall through the cracks.
Clean data improves search results, reporting, mail merges, and the overall experience for everyone using HelpOne.
