ONE-WAY CONTACT REVIEW · Workflow idea
Compare a selected source contact list with a destination list and identify people who may be missing from the destination. Keep the source of each detail visible so an authorized teammate can confirm the match and approve any new record.
01 / The starting point
A recurring comparison of a source contact list with its selected destination
“Prepare a list of source contacts that do not appear in the destination, check for duplicates and permission concerns, and wait for approval before creating destination records.”
02 / The work
Helps a sales team identify missing destination contacts while preserving a clear one-way direction for review.
Confirm which contact list is authoritative for this review and where proposed additions would be considered.
Compare the lists using agreed identity details and set aside possible matches that are not certain.
Show the source details and destination fields that would be added so a reviewer can inspect them.
Ask a record owner to check the person’s identity, existing destination records, accuracy, and permission to use the details there.
Require an authorized teammate to approve each exact contact and destination before creating any record.
03 / The result
A one-way contact-addition review with source context, ready for an authorized person to approve or reject each proposed record.
Sales · Example outcome
A one-way contact-addition review with source context, ready for an authorized person to approve or reject each proposed record.
The source list may be outdated or contain people who should not be copied. Check identity, contact preferences, and destination permissions; no record should be added or altered until an authorized person approves the exact change.
04 / Make it yours
A few choices shape the work around your team.
Select the two contact populations and document which direction information may travel.
Agree how contacts are matched and which source details may be proposed for the destination.
Name the people responsible for resolving uncertain matches and authorizing new records.
Use examples of missing, duplicate, and changed contacts to confirm only source-to-destination suggestions are prepared and no change bypasses review.