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Manage (Pro)

Keep the team's data clean (Manage)

Pipeline and record-health views plus bulk fixes, with a preview before every write.

Manage is the Pro-plan layer for keeping a whole team’s Salesforce data clean. Every bulk fix shows a preview first — the same propose → review → apply safety as the core sync, applied to team-wide hygiene.

Team & pipeline

See each rep’s pipeline and record health at a glance, so you know where data is drifting before it bites you at forecast time.

Bulk remediation

Fix issues across many records at once, always reviewing the changes before they write:

  • Owner reassignment — move records between reps in bulk.
  • Stale-deal & picklist fixes — clean up aging opportunities and inconsistent picklist values.
  • Field population — fill missing fields across many records in one pass.

Org-quality analysis

One-click answers to the questions you’d otherwise need an audit tool for:

  • Duplicate detection — surface likely duplicates by matching rules.
  • Ownership distribution — see how records are spread across users and teams.
  • Unused / under-populated fields — find custom fields with little or no data.

Manage turns read-only org-quality questions into actions you can take safely, right where your team already works.

Still stuck? Email [email protected], or head back to Help.