Custom datasets are very similar to the standard ones created for you initially by Trimmr, but occasionally there is a need to create your own datasets. For example, you may only want to deduplicate leads in a specific geographic area or leads from a specific marketing campaign.


Creating New Datasets

New datasets can be created by pressing the ADD DATASET button.


The Dataset dialogue consist of 5 tabs.  You can learn more about configuring datasets by following this link.  Once a dataset is created it will be displayed in its own tile on the TRIMMR dashboard. 

Editing/Removing Datasets


To modify the configuration for an existing dataset, select Edit from the options menu.  Likewise, to permanently delete a dataset, select the Remove option.