Outreach Notes to a Company Note

Cleaning up a property field called "Outreach Notes" and moving it into a proper Note associated to the company and contact

This is how to cleanup a database record related to Outreach Notes, has to be manual process

1. Visit the view [CLEANUP] Outreach Notes
   
   
2. Review the OUTREACH NOTES column.  If the entry is valid to maintain for that Company, follow steps from #3 onward. If data is irrelevent and not worth maintaining, select the data and delete it.
3. If data is worth maintaining, Select the data and Cut It (CRTL+X).
4. Open the Company (COMPANY NAME) in a new tab (CTRL+Click)
5. In the Company record, Click on the "Note" button and paste the data into the note. Please add the hashtag #dbcleanup at the end.
   1. Adding #dbcleanup will assist in some context as to why this note is in the Company record, but not necessarily related to the specific date that the communication occured - as that is not known.
   2. If you recall who the communication was with (if it's noted in the comment) tag the Contact by selecting the "Assocated with # record" dropdown. Goto Contacts and select the affilliated contact.
6. Save the note, close the tab and return to the [CLEANUP] Outreach Notes view to continue the cleanup.
7. Data migration will be complete when all OUTREACH NOTES are empty.