BizCortex documentation

Data upkeep

Review unclear numbers, addresses and contact persons found in calls, emails and checks.

Calls, emails, SMS and background checks find out things about your contact data: a number that does not exist, a bounced email, a contact who has left, a referral to someone else. Clear cases are applied automatically. Everything else lands in "Data upkeep" for a decision. Open it from the Sales sidebar (specialist page) or from the Data upkeep card of a contact.

Data upkeep
Screenshot of this screen

Who can use this

  • Owner
  • Administrator
  • Sales
  • Viewer

Steps

  1. 1. Choose a tab

    Tabs: "To review", "Applied", "Resolved", "Dismissed" and "No effect".

  2. 2. Apply a suggestion

    Each item names its kind, source and detail, and a suggestion such as "Use the number that was found?". Click "Apply" to accept it, or "Edit" to change the values first (empty fields stay unchanged) and click "Apply correction".

  3. 3. Dismiss

    Click "Dismiss", add an optional note and click "Confirm dismissal".

  4. 4. Referrals

    When a call names a new contact, the item offers "New contact". The new contact is only called once you document the reason for the connection (at least 20 characters).

  5. 5. Settings

    Click "Settings" (needs the CRM settings write permission) to set how data is kept current, then click "Save".

Fields and options

Kinds

Number does not exist, Email bounced, Marked as spam, SMS undeliverable, Wrong contact, Contact has left, Referral.

Sources

Carrier, Call, Email delivery, SMS delivery, Email reply, Check, Meeting, Manual.

CRM status

CRM: writing, CRM: updated, CRM: failed, CRM: not written.

Check again after (days)

Contacts in running campaigns that nobody confirmed for this long are checked again (imprint, public profile). Default 180, allowed 30 to 730. A call is never held back for it.

Checks per day

Each check costs search requests. Default 100, allowed 0 to 1000. 0 switches automatic checks off.

Replace the number automatically

On by default. Only when the carrier reports the old number does not exist, the new one is in the imprint, has not opted out and belongs to no other contact. Otherwise the number becomes a proposal.

Write corrections to the CRM

"Never", "Only after approval (recommended)" (default) or "Automatically". Automatic corrections only fill empty CRM fields, except a replaced dead number.

Related

  • The contact page

    Everything about one contact: dial check, calls, pipeline, meetings, emails, research, timeline and legal basis.

  • HubSpot

    What lands in HubSpot from your calls, which script runs per deal stage, and pulling contacts.