Audit and clean data quarterly

Run property audits, merge duplicates, fix formatting, and archive stale records so your CRM stays reliable as your team grows.

Introduction

A CRM is only as useful as the data inside it. Over time, duplicates pile up, fields get used inconsistently, and stale records clutter your views. This chapter walks you through a quarterly data audit that keeps your CRM clean and trustworthy. You will learn how to find and merge duplicates, standardise property values, archive inactive records, and set up simple rules that prevent the mess from coming back.

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Conclusion

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Further reading

CRM essentials

CRM essentials

Run property audits, merge duplicates, fix formatting, and archive stale records so your CRM stays reliable as your team grows.

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