Analysis / Revenue operations and CRM hygiene
Repair contact-to-account matching candidates
Use Proforma to repair contact-to-account matching candidates. Produce contact account matching candidates and ambiguous relationship queue from your business data.
Revenue operations manager · Sales operations analyst
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Your starting prompt.
Identify contacts whose account link is missing or inconsistent in [CRM export]. Compare company domains, names and supplied relationship rules, then rank proposed account matches with an explicit reason. Exclude personal email domains from automatic domain evidence and show ambiguous subsidiaries separately. Produce a correction review table with current and proposed account IDs without changing contact records.
Copy this starting point, then replace the placeholders with your own inputs.
Method and review
Keep the assumptions visible.
Check ownership, identifiers, stage definitions and activity dates before interpreting performance. Preserve the original record IDs and send ambiguous cases for review.
For this task, check
A consultant or agency email domain may not identify the account they represent.
This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.
Before you begin
- Uploaded exports or permitted Data covering the listed inputs
Work with permitted files or queryable data. Verify the result against the original records.
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Make it your investigation.
Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.
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