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Maintaining Data Integrity
It is essential that our CRM system contain accurate data. We use the system for mass mailings, including newsletters and holiday cards.
On a regular basis, look at your current clients' data. Make sure personnel changes have been accurately reflected and contact information is up to date.
If a person is no longer with a firm, move the contact record to our specified account. Delete their outdated contact information. Make an effort to obtain their current contact information.
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