Managing Contact Data Quality
Find issues, filter precisely, and fix in bulk
What It Is
The Manage Contacts view is a data quality workbench. It shows you what is missing, lets you filter precisely, and gives you tools to fix problems in bulk.
Access it from Sales > CRM > Contacts > Manage Contacts.
The page has four sections: Data Quality Cards at the top, the verification banner beneath them, an Advanced Filter Builder, and a Contacts Table with Bulk Actions at the bottom.
Why It Matters
SI’s effectiveness is directly limited by data quality. A contact without a timezone gets messages at random times. A contact whose email has never been checked wastes send reputation on bounces. A contact without a source cannot be accurately attributed for ROI.
The data quality cards show you exactly how many contacts have these issues, so you can fix them systematically rather than discovering them one at a time.
How It Works
Data Quality Cards
Five cards at the top show counts of contacts with specific issues:
- Missing Country Code — needed for phone formatting and regional compliance
- Missing Source — needed for attribution reporting
- Missing Timezone — critical for SI timing decisions
- Unverified Emails and Unverified Phones — contacts whose stored verified flag is not set
A second row adds Duplicate Emails, Unique Sources, Status/Source Mismatch and No Entity Assigned.
Click any card to filter the contacts table to just those with that issue.
These cards count the stored flag on each contact, which records what the import or form that created them claimed. They are not the same as the verification banner below, which counts what a provider actually answered — see Contact Verification.
The verification banner
Administrators see a banner headed Verify your contact data, with one row per channel. It breaks your contacts into groups by what is actually known about them and offers to check the ones nobody has asked about.
Advanced Filter Builder
A condition-based filter with Match ALL or Match ANY logic. Add filter rows with field, operator, and value selectors. Available fields include: Status, Country Code, Timezone, Source, Role, Auto Engage, DNC, Email/SMS Opt-out. Apply filters to narrow the contacts table, or clear all to reset.
Bulk Actions
When contacts are selected (individually or via Select All), a bulk actions bar appears:
- Set Field — Apply a value to a field across all selected contacts (status, country, timezone, source, role, auto engage, DNC, opt-out flags)
- Assign Owner — Bulk reassign contacts to a team member
- Assign Stage — Set pipeline stage for all selected contacts
- Export Selected — Download just the selected contacts
- Delete — Permanently remove selected contacts (admin only, with confirmation)
Examples
You discover 47 contacts missing timezones after an import
Click the Missing Timezone card to filter. Select All matching contacts. Use Set Field to assign timezones in batches — filter by country first (if available) to set appropriate timezones per region. Contacts with timezones set become eligible for SI’s business hours scheduling.
You need to enable auto-engage for all contacts in the Prospect status
Use the filter builder: Status = Prospect. Select All. Use Set Field > Auto Engage = On. All matching contacts are enrolled in SI on the next scan.
Tip: Run a data quality review after every import. The four cards give you an instant read on what needs attention. Prioritize timezone (SI timing) and email verification (channel reliability) as these have the most direct impact on engagement effectiveness. Read the verification banner rather than the Unverified Emails card when deciding what to check — the card counts flags, the banner counts answers.
