Rules scan accounts and contacts for problems that silently break routing, scoring, outreach and reporting. Each issue carries a suggested fix; applying or ignoring one is written to the audit log with the actor, before and after values.
Duplicates split activity history and cause double outreach.
Without a domain we cannot enrich, match leads, or upsert to the CRM.
Duplicate accounts split pipeline and break routing and attribution.
Malformed or duplicated CRM IDs make sync create or overwrite the wrong record.
Unowned A/B accounts receive no follow-up: direct pipeline leakage.
Sending to invalid addresses hurts deliverability and sender reputation.
Size drives fit scoring, segmentation and routing.
Two confident sources contradict each other, so the field is a coin flip that scoring, segmentation and routing all depend on. Someone has to decide which one is right.
Contacts without an account can't be routed or scored.
Lifecycle and funnel disagree, so reports double count or miss records.
Stage skips or reversals corrupt conversion and velocity metrics.
Firmographics older than 180 days drift (headcount, funding, stack).
Highest severity first across every issue, not just this page · pick a rule above to focus
| Severity | Issue | Record | Suggested remediation | Actions |
|---|---|---|---|---|
| medium | Invalid email for Elena Mehta: elena mehta@verdant-platforms.example Invalid emails · detected 10h ago | Contact elena mehta@verdant-platforms.example | Mark the email invalid and exclude the contact from sequences. |
suppress_email| medium | Invalid email for Zoe Liu: zoe.liu@zenith-security.example Invalid emails · detected 10h ago | Contact zoe.liu@zenith-security.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Jonas Gupta: jonas.gupta@copper-dynamics.example Invalid emails · detected 10h ago | Contact jonas.gupta@copper-dynamics.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Jonas Quinn: jonas.quinn@zephyr-works.example Invalid emails · detected 10h ago | Contact jonas.quinn@zephyr-works.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Alex Quinn: alex.quinn@aurora-robotics.example Invalid emails · detected 10h ago | Contact alex.quinn@aurora-robotics.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Daniel Kim: daniel.kim@crest-systems.example Invalid emails · detected 10h ago | Contact daniel.kim@crest-systems.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Noah Kowalski: noah.kowalski@quill-networks.example Invalid emails · detected 10h ago | Contact noah.kowalski@quill-networks.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Yara Kowalski: yara.kowalski@rook-works.example Invalid emails · detected 10h ago | Contact yara.kowalski@rook-works.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Chen Kowalski: chen.kowalski@glacier-health.example Invalid emails · detected 10h ago | Contact chen.kowalski@glacier-health.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Ana Rossi: ana.rossi@birch-works.example Invalid emails · detected 10h ago | Contact ana.rossi@birch-works.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Yara Wang: yara.wang@glacier-stack.example Invalid emails · detected 10h ago | Contact yara.wang@glacier-stack.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Olga Liu: olga.liu@vector-cloud.example Invalid emails · detected 10h ago | Contact olga.liu@vector-cloud.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Jin Fernandes: jin.fernandes@cinder-health.example Invalid emails · detected 10h ago | Contact jin.fernandes@cinder-health.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Chen Ito: chen.ito@gable-cloud.example Invalid emails · detected 10h ago | Contact chen.ito@gable-cloud.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Ben Mehta: ben.mehta@paragon-systems.example Invalid emails · detected 10h ago | Contact ben.mehta@paragon-systems.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Hana Torres: @mosaic-labs.example Invalid emails · detected 10h ago | Contact @mosaic-labs.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Victor Singh: victor.singh@garnet-software.example Invalid emails · detected 10h ago | Contact victor.singh@garnet-software.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Sofia Jansen: sofia.jansen@zephyr-stack.example Invalid emails · detected 10h ago | Contact sofia.jansen@zephyr-stack.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Amara Kim: amara.kim@halcyon-platforms-global.example Invalid emails · detected 10h ago | Contact amara.kim@halcyon-platforms-global.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Invalid email for Hiro Adeyemi: hiro.adeyemi@juniper-labs.example Invalid emails · detected 10h ago | Contact hiro.adeyemi@juniper-labs.example | Mark the email invalid and exclude the contact from sequences. suppress_email |
| medium | Arc Cloud: prospect → won Invalid pipeline transitions · detected 10h ago | Open account | Only accounts with an open opportunity can be marked won. Review the stage history and backfill the missing stages or correct the record. manual fix |
| medium | Wander Platforms: prospect → won Invalid pipeline transitions · detected 10h ago | Open account | Only accounts with an open opportunity can be marked won. Review the stage history and backfill the missing stages or correct the record. manual fix |
| medium | Keisha Wang is 'customer' but Zephyr AI is not a customer Conflicting lifecycle states · detected 10h ago | Contact | Align the contact lifecycle with the account. align_lifecycle |
| medium | Omar Petrov is 'customer' but Pinnacle IO is not a customer Conflicting lifecycle states · detected 10h ago | Contact | Align the contact lifecycle with the account. align_lifecycle |
| medium | Hiro Castro is 'customer' but Osprey Pay is not a customer Conflicting lifecycle states · detected 10h ago | Contact | Align the contact lifecycle with the account. align_lifecycle |
| medium | Bolt Systems: lifecycle 'customer' but not marked as a customer Conflicting lifecycle states · detected 10h ago | Open account | Set lifecycle to 'lead' to match the funnel. align_lifecycle |
| medium | Rook Works: lifecycle 'customer' but not marked as a customer Conflicting lifecycle states · detected 10h ago | Open account | Set lifecycle to 'lead' to match the funnel. align_lifecycle |
| medium | Cinder Dynamics: lifecycle 'customer' but not marked as a customer Conflicting lifecycle states · detected 10h ago | Open account | Set lifecycle to 'lead' to match the funnel. align_lifecycle |
| medium | Wren Security: lifecycle 'customer' but not marked as a customer Conflicting lifecycle states · detected 10h ago | Open account | Set lifecycle to 'lead' to match the funnel. align_lifecycle |
| medium | Lumen Stack: lifecycle 'customer' but not marked as a customer Conflicting lifecycle states · detected 10h ago | Open account | Set lifecycle to 'lead' to match the funnel. align_lifecycle |
| medium | Prism Platforms is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Tundra Data Group is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Slate Dynamics is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Radiant Cloud is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Birch Systems is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Copper Stack is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Granite Dynamics is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | KEYSTONE ROBOTICS is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Orbit Networks is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Radiant Networks is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Bolt Robotics is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Wander Labs is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Driftwood Pay is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Signal Software is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Juniper Software is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Stratus Intelligence is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Timber Logic is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Glacier Stack is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Beacon Health is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
| medium | Bolt Labs is missing employee count Missing employee count · detected 10h ago | Open account | Run the enrichment waterfall for this account. enrich_account |
Every fix and ignore is recorded as an audit event (who, when, before → after). Merges re-parent related records rather than deleting history. Issues that need a human, such as a missing website, have no automatic fix.