Duplicate records is a problem with every CRM and frequently occurs when importing data from third-party apps or through negligence.
There are a few practices you can implement to mitigate this.
In contrast, clean data allows your CRM to run smoothly.
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Removing data in a consistent fashion matters as much as entering it in a consistent fashion.
Users should be particularly cautious when removing data with tangible business value, such as an email address, phone number or social media handle.
If existing records are found, the employee should update the existing record appropriately rather than create a new record for the same person or organization.
Due diligence goes a long way to maintaining clean data.
When creating your reference table and your data management plan, be sure to address these key areas.