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Clean up duplicate CRM contacts · workshop network

Project archiveCRM specialists

Project details

Our partner sites provide repairs and book appointments through one office. Define how to identify duplicate records. Show a sample merge before running the cleanup and preserve notes, source fields and opt-outs. Please include a proposed schedule and identify any decisions that need approval before work starts.

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Outline the first deliverable, the inputs you need and how the client can check the result. Separate the work included in the budget from optional additions.

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Delivery checklist (.txt) Sign in to download

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