"Clean duplicate repair-shop customer records before sending reminders"
"Source","https://bluefinchadvisors.com/blog/clean-duplicate-repair-shop-customer-records-before-sending-reminders"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"First record reference","Second record reference","Identity evidence or conflict","Contact preference review","Review outcome","Review owner","Missing required fields"
"Record-21","Record-74","Shared fleet office contact; driver identity unverified","Not reviewed","Unresolved","Advisor-A","None"
"Record-13","Record-65","Check vehicle associations and current contact","Conflict needs resolution","Unresolved","","Review owner"

"Use this worksheet"
"Use internal references. Do not enter full customer contact details."
"Review identity, history, preferences and your platform’s merge behavior before any change."
"The export is a review worksheet. It performs no merge or permission update."

"Sources"
"HubSpot: Deduplicate records","https://knowledge.hubspot.com/records/deduplication-of-records"
"HubSpot: Merge records","https://knowledge.hubspot.com/records/merge-records"
"BlueFinch: Customer loyalty terms and availability","https://bluefinchadvisors.com/toolbox/customer-loyalty"