Browse all help topics
Fix what the analysis found
Turn a finding into a change: what MarqIQ will do for you, who has to approve a change set, and how to undo one for thirty days.
How to
Step by step.
- Approve and apply a changeSomeone sent me a change set. What do I do with it?
- Clean up people you can never emailHow do I stop paying for records that can never be reached?
- Clear out catch-all sources like Offline Sources and OtherA third of my database says Other. How do I find out what is really in there?
- Cut junk form fills at the sourceHow do I stop the junk arriving rather than cleaning it up every week?
- Fix a source field that is mostly emptyTwo-thirds of my contacts have no source. What do I do about it?
- Fix close dates that keep being pushedEvery deal slips a month at a time. How bad is it and what do I change?
- Fix one channel spelled five waysLinkedIn, linkedin, LI and Linked In are all the same channel. How do I merge them?
- Fix stages that move backwardsDeals are going from Proposal back to Discovery and my funnel report is nonsense. Why?
- Propose a changeHow do I turn a finding into a set of changes?
- Read the write logWho changed what in our CRM through MarqIQ, and when?
- Undo a change MarqIQ appliedThat was wrong. Can I put it back?
- What to run this quarter beside the fixesFixing data is not a growth plan. What should we actually go and do?
Fix a problem
When it does not do what you expected.
Understand
What it means and how it is worked out.
Reference
Exact values, in tables.