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Data & reporting
CRM data quality
Whether the fields the reports depend on — stage, amount, close date, source, owner — are complete, current, and mean the same thing to everyone.
Owned by: Entry sales analystTest band: Entry sales analyst
In practice
Make the fields the reports need required at stage change. Data quality is a process rule, not a cleanup project.
The kind of thing the test asks
- The most effective way to keep the "amount" field populated is…
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