CRM Data Quality Checklist Form
Use this CRM Data Quality Checklist Form to evaluate the quality of CRM records and identify any data issues.
Record Identifier
*
Is the record data complete?
*
Yes
No
Partially
Is the information accurate?
*
Accurate
Inaccurate
Unverified
Is the data consistent with other records?
*
Consistent
Inconsistent
Not Applicable
Is there evidence of duplicate records?
*
No duplicates
Possible duplicates
Confirmed duplicates
Does the data follow required formatting standards?
*
Yes
No
Partially
Are contact details valid?
*
Valid
Invalid
Not Provided
Is record ownership or assignment clear?
*
Clear
Unclear
Not Assigned
Date of last update
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Reviewer notes or recommended action
Submit
Should be Empty: