Start With The Assessment

Open Findings and select the assessment version you want to review. Use the domain, priority and search filters to focus the list.

Three Types Of Finding

  • Confirmed Issues: saved CRM evidence did not meet the requirement. Review the affected records and the recommended correction.
  • Needs Review: a pattern may indicate risk but does not, by itself, prove an operating failure. Check the business context before changing records.
  • Evidence Gaps: the available information could not establish an outcome. Resolve access, mapping or missing evidence where possible.

Open A Finding

Read what happened, why it matters and the suggested next action. Expand the affected evidence to see record names, IDs and available HubSpot links.

Priority indicates action order. Severity describes the configured seriousness. The owner identifies the team expected to take responsibility. These are planning inputs; they are not a calculated estimate of financial loss.

Choose The Next Action

Start with high-priority confirmed issues, verify the record context and agree who will act. Treat duplicate matches and unusual patterns as review prompts, not instructions to merge or delete records automatically.