Your HubSpot cleanup plan

CRM Console SelectDr

What changes in HubSpot once you approve the plan: duplicates merged, gaps filled, and a handful of decisions only you can make.

This plan is private

Enter the password from your email to view it.

Before and after

Each row compares today with the result once the plan is approved.

TodayAfter cleanup

Duplicate companies

Every group of suspected duplicates and where it lands.

groups reviewed

Explore the plan

Browse every recommendation. To approve or change anything, use the spreadsheet; this page is a visual summary.

What I need from you

  1. Open the merge plan spreadsheet and check the rows marked Your call.
  2. If you disagree with anything else, mark it Change and add a note.
  3. Reply "Approved" by email. I'll make every change exactly as approved.
Your calls
plus open questions