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LESSON 8: UTILIZE CONTACT MANAGER
ADMINISTRATION

Learning Objectives
• Discuss Mass Updates, Mass Removal, Merged Updates, and Data Manipulation
Tools

Introduction
Contact Manager Administration is a menu that allows you to configure Value Lists,
administrate Company and Opportunity fields, and use cleanup tools such as Mass
Updates, Mass Removal, Merged Updates, and Data Manipulation Tools. This menu can be
accessed from several places. The quickest access is from the Administration icon in the
top-right corner of the header bar, next to the User Profile picture, indicated by an icon
displaying hammer and wrench tools. It is also accessible as a blue text link at the top of the
Companies, Contacts, Leads, and Opportunities modules.

Mass Updates/Mass Removal/Merged Updates/Data
Manipulation Tools

Mass Updates, Mass Removal, and Merged Updates are in the Contact Manager
Administration menu.

The Mass Updates and Removal sections include functions mainly for Contacts, with some
Company cleanup. These are intended to provide methods to make changes in bulk to clean
up or enhance your data. One Mass Update function deals with Opportunities to
Associate/Unassociate Opportunities to Projects.

Tour 8.1a – Discuss Mass Updates

Tour 8.1b – Discuss Mass Removal

Merged Updates provides functions that allow you to clean up and consolidate data through
merging records and/or identifying duplicates.

Tour 8.1c – Discuss Merged Updates

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