CRM duplicate review

Use this for contacts, leads, or accounts from a dated export.

State the match rules

Write the rules before matching, for example exact email, same domain and surname, or same company name after removing "Ltd" and "Inc". Give each rule a strength: strong, likely, or weak. Record the export date and row count the rules ran against.

Show the pairs

For each pair or group show:

• record ids and owners;
• the fields that match and the fields that differ;
• the rule that matched and its strength;
• open deals, activity, and last touch on each record;
• which record looks like the survivor, and why.

Keep groups with open deals or different owners apart; they need a person to look first.

Merge list for approval

Return three lists: strong matches ready for review, likely matches that need a check, and pairs you ruled out. Give counts for each. Say which reports will change once the merges are done.

Never merge, delete, or edit a record yourself, and do not guess which value is correct when two records disagree. A person approves and makes each merge.