Help Center Category
Contacts data and imports
This section covers imports, deduplication, contact quality, and how teams should think about data hygiene.
Articles in this section
1
How imports should be prepared before upload
Imports work best when column names are clean and each row clearly represents one contact or company. Messy CSV files create duplicate contacts, empty phone fields, and inconsistent owner assignment later.
2
How to think about duplicates and bad data
Duplicates reduce trust in the CRM. When users see multiple versions of the same person, they stop believing ownership, inbox history, and deal data.
3
What fields matter most for sales use
The most useful fields are the ones the team actually uses in day-to-day work. For many teams that means name, company, phone, email, source, owner, deal stage, last interaction, and next action.