Data Validation

Rules and enforcement mechanisms to maintain data integrity across all boards.

📋 Validation Rules

Email Uniqueness

Contact deduplication

✓
One email = One Contact record
✓
Search before create in automation
!
If duplicate detected, use existing
🏢

Company Matching

Group deduplication

✓
Company name must be consistent
✓
Use dropdown of existing Groups
!
Consider LLC, Ltd variations
🔗

Linking Rules

Relationship constraints

✓
One Opportunity → One Lead
✓
One Deal → One Primary Contact
✓
One Deal → One Related Group
✅

Required Fields

Mandatory data

✓
100% Deals have Primary Contact
✓
100% Deals have Related Group
✓
100% Opportunities complete info

🧪 Interactive Validation Demo

Enter Contact Email

Existing Contacts

JD
SM
Sarah Miller
[email protected]
MJ
Mike Johnson
[email protected]

✅ Data Quality Checklist

📧 Contact Quality

  • 0 duplicate Contacts
  • Valid email formats
  • Primary Affiliation set

🏢 Group Quality

  • <5% duplicate Groups
  • Consistent naming
  • Group Type categorized

🤝 Deal Quality

  • 100% have Primary Contact
  • 100% have Related Group
  • 0 manual creation

🎯 Opportunity Quality

  • Complete contact info
  • 100% auto-creation success
  • Approval completed