Data Quality

The CRM hygiene checklist

Eight checks to keep your CRM data useful and trusted.

8 min readData Quality

The checklist

  • Merge duplicate contacts and companies
  • Standardize job titles
  • Remove contacts that bounced
  • Flag leads with no activity in 90 days
  • Require a source on every record
  • Check field mappings after each integration change
  • Archive closed-lost leads after review
  • Audit access once a quarter