Search companies, contacts, opportunities, tasks, or timeline entries

CRM · Data Quality

Data quality home

Per-record signals already render on company / contact / opportunity / site pages. This is the tenant-wide entry point — duplicate review is the live surface today.

Duplicate Review

Open candidates across companies, contacts, opportunities, and sites. Dismiss false positives or merge true duplicates.

Health distribution

Cross-record health buckets (good / watch / at_risk) and per-signal cleanup queues land here in a follow-up sprint.

What we score

Each entity has its own check list — see the per-record card for the breakdown.

  • Companies — domain, industry, phone, default site, contact, owner, logo, no high-confidence duplicates.
  • Contacts — email, phone, company link, role / title, last contacted, no duplicates.
  • Opportunities — company, primary contact, stage, package, next task, expected close (when open), no duplicates.
  • Sites — address, city / province / country, contact number, timezone, business hours, Google Place ID (when applicable), no duplicates.

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