CRM Enrichment Quickstart

1) Import into a staging list (not your live CRM).
2) Keep verified email and verified phone fields only.
3) Normalize core fields (state, ZIP, phone format).
4) Deduplicate by church_name + full address.
5) Tag by state, denomination, and verification status.
6) Sort by confidence score to prioritize stronger records.
7) Export a clean outreach segment for CRM import.

InstitutionalDirectories.com