Skill · Sales and CRM
CRM contact cleanup
Names, phones and emails tidied, and duplicate contacts listed for merging.
- Risk
- R2 Acts after approval
- Needs
- Contact list
- A person
- is designed to decide at step 4
On request, as of 4 Nov 2026.
How it works
- Read the contact list.
- Standardise names, phone numbers and emails.
- Find likely duplicate contacts.
- A person approves each merge.
Needs from you: Contact list.
What it needs connected: CRM export file.
Where a person is designed to decide: A person approves each merge.
These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.
India: WhatsApp, DPDP.