Outsourced Philippines guide
A duplicate-lead review that preserves sales history
Let Philippines sales operations surface likely duplicates without merging away ownership or consent evidence.
Duplicate CRM records waste outreach and distort reports, but a rushed merge can erase consent, attribution, account history, and active work.
Build a candidate pair
Compare CRM identifiers, normalized email, domain, phone, company, geography, source, creation time, owner, and active activity. Treat shared domains and household numbers cautiously.
Keep the records separate during review. Similar names are evidence for a check, not proof of one identity.
Questions to settle
- Which fields match exactly?
- Which fields conflict?
- Is either record active?
Protect decisions and permissions
Show consent, unsubscribe, suppression, territory, partner attribution, open opportunity, and customer status from their source records. Use the strictest applicable communication state while ownership is unresolved.
Operations can prepare the evidence and pause automation. Sales leadership or the data owner approves merge, ownership, attribution, and renewed outreach.
Questions to settle
- Are contact restrictions visible?
- Who owns each record?
- What automation must pause?
Audit the approved action
Record the reviewer, merge or keep-separate decision, surviving identifier, field choices, affected workflows, and timestamp. Verify that history and restrictions remain visible afterward.
Track candidate precision and reversals. A lower duplicate count is not success if legitimate records or permissions were lost.
Questions to settle
- Is the action traceable?
- Was history preserved?
- Did automations resume safely?
Sources and next steps
Use the operations support work lane as a practical starting point, then review the onboarding checklist before expanding the role.