Merge rules that survive the next acquisition

Acquisitions scramble CRMs because merge logic lives in chat threads. We require every rule to name a steward, a review cadence, and a rollback path before it enters production.

Second paragraph: workshop participants stress-test rules using anonymized edge cases—typos, diacritics, and shared family emails—so emotional debates happen in the room, not at go-live.

Third paragraph: the article links to a starter spreadsheet used in CRM Hygiene Sprint.

Fourth paragraph: we outline how to archive superseded rules without deleting history auditors might need.