CRM and customer data
How do I clean up missing or inconsistent CRM fields?
Define the allowed format and values for important fields, identify records that do not meet the rule, and correct them in batches where safe. Make future entry easier with validation, defaults, and required fields only where they are truly necessary.
What to check
- Which fields cause the most reporting or workflow problems?
- What format or values should be allowed?
- Can future errors be prevented with validation?