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CRM & sales ops21 categories

Find the duplicate accounts in this export

The same company in the CRM three times, spelled three ways, with activity split across all of them.

Longcleanupduplicatesdata
Find probable duplicates in the records below.

Match on more than exact name. Account for: legal suffixes (Ltd, GmbH, Inc, d.o.o.), ampersand versus "and", punctuation and spacing, trading names versus registered names, shared email domain, and shared phone or address.

For each cluster: the records involved, which should survive and why, the confidence level, and which fields would need merging by hand because the two records disagree.

Separate confident matches from ones a person must confirm. Subsidiaries of the same parent are not duplicates — flag those differently.

Records:

Making it yours

  • Paste your own material where the prompt asks for it. Everything above that line is instruction, not content.
  • Delete any rule that does not apply to you. A shorter prompt that fits beats a thorough one that does not.
  • If the answer comes back vague, add a line saying what you do not want. Constraints work better than encouragement.

Data hygiene. Duplicates, inconsistent fields, messy imports, and records that technically exist but say nothing.

Related prompts

Map these columns to CRM fields before importingA spreadsheet from a trade show or an old system that has to land in the CRM without wrecking it.Which of these records are actually worth keepingThousands of contacts where most have a name, an email, and nothing else.Clean up this picklistAn industry or lead-source field with 60 values, half of them typos of the other half.Write the data quality rules for this objectDeciding what "complete" means for a record, before arguing about it in a meeting.Normalise these company namesA list to import where the same company appears as four different strings.Decide which value survives a mergeTwo records for the same company that disagree on half their fields.

Keep this one

Phrasery saves prompts with a right-click and puts them back the same way. Add this to your own library in one click.

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