Feature Overview

The Strayed Records feature helps you identify and correct opportunities and contacts that aren't properly associated with accounts in your CRM. By maintaining proper relationships between these records, GTM Engine ensures your sales data remains accurate and reliable, leading to better reporting and relationship management.

Benefits to the User

• Improved Data Integrity: Ensure all opportunities and contacts are properly linked to the correct accounts
• Enhanced Reporting Accuracy: Generate more reliable forecasts and pipeline visibility
• Better Relationship Management: Maintain a complete view of all interactions with each account
• Time Savings: Quickly identify and fix data issues instead of manually hunting through your CRM
• Reduced Administrative Burden: Streamline data cleanup with intelligent account suggestions

Accessing the Feature

1. Log in to your GTM Engine account
2. Navigate to the main navigation menu
3. Select CRM Hygiene
4. Click on Strayed Records

Step-by-Step Usage Guide

Managing Strayed Opportunities

1. On the Strayed Records page, review the list of opportunities that aren't properly assigned to accounts
2. For each strayed opportunity, examine the account suggestions displayed on the right side of the card
3. If you see a matching account suggestion:
   • Check the checkbox next to the appropriate account to associate the opportunity
4. If none of the suggested accounts are correct:
   • Click the Search button below the suggestions
   • Type to search for the correct account
   • Select the matching account when it appears
5. If no matching account exists:
   • Click Create New Account
   • Complete the account creation form
   • The opportunity will automatically be associated with this new account

Managing Strayed Contacts

1. Navigate to the contacts section of the Strayed Records page
2. Review the list of contacts that aren't properly assigned to accounts
3. For each strayed contact, review the account suggestions (typically based on email domains)
4. If you see a matching account suggestion:
   • Check the checkbox next to the appropriate account to associate the contact
5. If none of the suggested accounts are correct:
   • Use the search function to find the correct account
   • Select the matching account when it appears
6. If no matching account exists:
   • Create a new account
   • The contact will be associated with this new account

Tips and Best Practices

• Regular Maintenance: Check the Strayed Records page weekly to prevent data issues from accumulating
• Domain Matching: For contacts, pay special attention to email domains as they often indicate the correct company
• Batch Processing: Set aside dedicated time to clean up strayed records rather than fixing them sporadically
• Validation: After associating records, verify they appear correctly in the account view
• Team Coordination: Establish guidelines with your team on how to properly create and associate records to minimize future straying

Maintaining clean CRM data is critical for accurate forecasting and effective relationship management. By regularly addressing strayed records, you'll ensure GTM Engine can provide the most accurate insights and automation, freeing your sales team from administrative burden and allowing them to focus on what they do best—selling.