USER GUIDE

Purge inactive contacts and companies on a regular basis. The Institution Status Text and the Personnel Status Text indicate whether the record is active/inactive/closed.

• DON’T purge personnel or accounts with opportunities/tasks/notes/etc. associated.
• When prospecting/marketing, exclude inactive personnel from the lists.
  
  

See our April-May two month update report for more information on changes made to the Agile database.

When two (or more) companies have the same Institution UID or two or more contacts have the same Personnel UID, this indicates that they are duplicates and can be merged.