Contact & data model
How this is scored
Depth and hygiene of the core records — contacts, companies, deals, custom fields, deduplication.
0 — A flat address book; no relations between people, companies and deals.
3 — The standard three objects exist but customization is cosmetic: few field types, no required fields, duplicates accumulate unchecked.
5 — Custom fields across objects, basic dedupe on create, activity history on the record; complex models still need workarounds.
8 — Rich field types with validation, merge and dedupe tooling, relationships beyond the standard model, permissioned field access.
10 — A genuinely modelable system: custom objects or equivalent, bulk hygiene tooling, field-level history — the data model bends to the business, not the reverse.
The Sales Ops Lead
Companies and people sit on separate lists with custom fields, changeable ownership, visibility limits and full correspondence history on the profile, and merging transfers deals, tasks, files and wall posts when reps collide records. Dedupe matching also runs on import with rules like Tax ID or name plus contact details, though finding duplicates requires the Automation plan and an admin, and merging is capped at ten records at a time. We found no public information on field validation, field-level permissions or custom objects, which keeps complex models in workaround territory. 2 3 11