Data integrity overview

Data Integrity is a CRM data management tool for revenue teams that manages Accounts, Contacts, and Leads. It supports up to 8 configurable data management processes per entity within a CRM instance. Each object type can be configured separately with its own set of rules and requirements.

Processes can be set to automatically update and manage segments of accounts as they are created, or to manage all prospect and customer accounts based on configurable rules. Admins can configure which fields get updated and how data flows into the CRM. An optional “flag” setting allows field updates to be held for verification before being pushed into the CRM.

A dashboard provides visual trend graphs showing the number of accounts processed, matched, and updated over time. Selecting a trend graph navigates to a summary page for each object with additional insights.