CRM DATA QUALITY · Workflow idea
For a team or individual with an authorized purpose, validate new inquiry fields, compare likely duplicate contacts, and prepare a proposed new or existing CRM record for review. A weak match can combine separate people or overwrite a valid record. Disclose form data use, verify identity and match keys, preserve source submissions, honor contact preferences, and require a CRM owner to approve each create or update. Use only information the requester may access, explain personal-data use and retention, verify source details and rights, and keep external or consequential actions under human approval.
01 / The starting point
A defined purpose, authorized source material, and an accountable reviewer
“Prepare lead intake and possible duplicate records from permitted information for a person to review before any external or consequential action.”
02 / The work
Validate new inquiry fields, compare likely duplicate contacts, and prepare a proposed new or existing CRM record for review.
Verify the requester may use the selected records for this task.
Validate field meaning, units, identifiers, dates, and duplicates against the source.
Review missing, malformed, estimated, or out-of-range values rather than treating them as facts.
Minimize copied information and restrict results to their approved audience.
Have the data owner confirm live updates, interpretations, and external distribution.
03 / The result
A private lead intake and possible duplicate records review draft with source checks, uncertainty notes, and human approval status.
Sales · Example outcome
A private lead intake and possible duplicate records review draft with source checks, uncertainty notes, and human approval status.
A weak match can combine separate people or overwrite a valid record. Disclose form data use, verify identity and match keys, preserve source submissions, honor contact preferences, and require a CRM owner to approve each create or update.
04 / Make it yours
A few choices shape the work around your team.
Document the purpose, allowed fields, destinations, access, and deletion timing.
Check required fields, uniqueness, units, file types, and time zones.
Use least-privilege access and avoid exposing private records in logs or alerts.
Keep production updates, exports, and consequential conclusions under review.
Keep exploring
A task guide for proposed company record updates and duplicate matches, with privacy, accuracy, rights, and human approval built in.
A task-framed guide to lead duplicate matches, with checks for privacy, source accuracy, and approval before consequential steps.