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Database Integrity and Cleanup
Date: April 27, 2010
Location: Online
Time: 1:00pm Eastern Time
Price:
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Notes: De-cluttering Kx provides long-term benefits.
This one-hour workshop will review methods and techniques you can use to improve and maintain a clean and useful database. It will also provide you with tips and shortcuts to maximize efficiency.
- Find How to cleanse the existing data (extracting and merging)
- Weekly reports to identify Duplicate contacts/companies
- Data Entry/Direct inputting– ‘2:2 search rule’
- New inquiries turnaround times/Dead inquiries – 10 day rule
- Actions outstanding report
- Question and Answer - (“How Do I…?”)
- Note: specific questions may be forwarded to the Trainer prior to the session
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