After you have rolled out InterAction to all users, you will add additional batches of contact information from time to time. For example, consider the following:
- The Marketing department receives a new spreadsheet of contact information from an external source
- You discover an additional source of information that was left out of your Initial Data Load
- A new practice group or department has been merged into your organization
- New employees join your organization
When any of these situations occur, you should follow a specific process for bringing contact information into InterAction to reduce the chances that the quality of the data already in the system is reduced by stale or incorrect information brought in from other sources. For details, see the following sections: