CRM Data Hygiene Checklist Form
Use this form to assess CRM record quality and identify necessary data cleanup actions.
Which CRM record type is being reviewed?
*
Lead
Contact
Account
Opportunity
Other
Rate the overall completeness of this CRM record.
*
1
2
3
4
5
Are there any duplicate records related to this entry?
*
No duplicates found
Possible duplicates identified
Duplicates confirmed
Is the contact information (email, phone, address) accurate and up to date?
*
Accurate and current
Some outdated or missing
Significant inaccuracies
Check the data standardization and formatting for key fields.
*
Rows
Consistent format
Inconsistent format
Name fields
1
2
Company/Organization
3
4
Phone numbers
5
6
Addresses
7
8
Are required fields (per CRM policy) filled in?
*
All required fields complete
Some required fields missing
How would you rate the overall data quality of this record?
*
Poor
1
2
3
4
Excellent
5
1 is Poor, 5 is Excellent
Recommended cleanup actions
Who completed this review?
First Name
Last Name
Date of review
*
-
Month
-
Day
Year
Date
Submit Checklist
Should be Empty: