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Data quality lists problems Doris found in your records. A problem can be a deal with no owner, or a call not linked to a deal. Fixing these problems makes deal summaries, lists and reports more accurate. Click Records in the sidebar, then click the Data quality tab. You can also click the issue badge next to a deal name on a deal page.

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Fix a record problem

1

Start with the worst problems

The list shows open issues. Each row shows Severity, Issue, Record, Type, Status and Detected. Start with Critical issues.
2

Filter the list

Click Filter to filter on Status, Severity, Type or Issue.
3

Resolve the issue

Click Resolve on the row. A panel opens with the fix. It tells you whether the fix changes your CRM or only Doris.
4

Or dismiss it

Click Dismiss if the issue does not need a fix. To dismiss many issues, select their rows and click Dismiss.

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Issue types

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Fields view

Data quality has a second view, Fields. It shows your deals against the CRM fields your workspace tracks, with values Doris proposes from calls and emails. Old links to the Hygiene page open this view.