1. Cleaning CRM Export for Marketing
Marketing AnalystBackground
An exported CSV from the CRM contains 20 columns, but the email campaign tool only requires the 'Name' and 'Email' fields.
Problem
The file is too large and contains sensitive internal data that shouldn't be shared with the email service.
How to use
Paste the CSV data, specify the columns to remove by name, and select 'CSV' as the output format.
Columns to remove: 'Internal_ID', 'Lead_Score', 'Last_Contacted_Date'Outcome
A clean, lightweight CSV file containing only the necessary contact information.