Guide
A practical way to find duplicate names, emails, and phone numbers before assigning clients to plots.
Standardize names, phone numbers, and emails before checking for duplicates. Many duplicate records are caused by spacing, case differences, abbreviations, or repeated spreadsheet uploads.
Duplicate names should be reviewed within the estate or company context. A shared name is not always a duplicate, but an unassigned repeated client with the same contact details usually needs cleanup.
Never delete a client record that is attached to a sold, allocated, reserved, or finance-active plot without a clear transfer or merge decision.
Turn this practice into a daily workflow for plots, clients, approvals, payments, audit records, and field verification.
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