Clientell AI

Check Data Quality

Use Cases:

    Analyze DataData Management

    Prompt

    Find all Contacts missing Email or Phone, Accounts with no BillingCity, and Opportunities with Amount = 0.

    Related use cases

    Audit Your Lead Conversions

    See which reps convert best and where leads stall.

    “Break down leads created in the past 1 year into Converted vs Unconverted and show conversion rate. Also give me a conversion rate by lead owner”

    Lead ConversionPast 12 months
    1,240 leads32%
    397 converted843 unconverted
    By Owner
    Sarah K.
    45%
    James R.
    31%
    Mike T.
    22%
    1,240 leads analyzed
    ~1 min

    Find & Merge Duplicates

    Spot duplicate Accounts or Contacts with merge suggestions.

    “Find all duplicate Accounts by matching Name and BillingCity, and show merge candidates with record counts.”

    Duplicates FoundAccount
    Record A
    Acme Corporation
    San Francisco, CA
    Record B
    Acme Corp
    San Francisco, CA
    Merge
    12 duplicatesName + City match

    Reassign Record Ownership

    Bulk change owners on Leads, Accounts, or Opps by criteria.

    “Reassign all Leads with Status = 'Open' in the 'Unassigned' queue to reps based on the State field.”

    Reassign Ownership
    Unassigned Queue
    42 leads
    SK
    CA
    14
    JR
    NY
    18
    MT
    TX
    10
    By State · 42 leads reassigned