Working template: Clean up duplicate CRM contacts without losing history

Download this file and copy its contents into a document or record in your existing system. Complete each item; state why an item does not apply. Use the actual agreement and check links as the person receiving the work. Do not store passwords.

Pair of IDs and source references

[ Complete ]

Evidence confirming identity

[ Complete ]

Conflicting values and the chosen values

[ Complete ]

Primary contact and owner

[ Complete ]

Linked jobs, tasks, and files before the change

[ Complete ]

Communication restrictions to preserve

[ Complete ]

Decision maker and time

[ Complete ]

Resulting ID and dependency checks

[ Complete ]

Uncertainty / next action / owner / due date

[ Complete ]

Completion checks

• Original communication confirms identity beyond a name or shared address.
• Original IDs, conflicts, and necessary history are retained before merging.
• The preview shows the right values and the reviewer can see the full record.
• Linked jobs, tasks, and downstream references work after merging.