Worksheet

CRM duplicate cleanup tracker

The sheet opens with a source list covering web form, import, rep entry and phone format, each with a fix and an owner. Next comes a merge log with columns for cluster, survivor ID, merged IDs, batch date and check result. A closing section names the matching keys and required fields.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Duplicate leads and dirty CRM data: how to clean up and prevent it”, www.gullysystem.com/blog/duplicate-leads-and-dirty-crm-data-how-to-clean-up-and-prevent-it