The Outbound and CRM views in the Analyze panel
The same 100+ checks can be regrouped by two views — Outbound ("can I send to this contact?") and CRM ("is my CRM data clean?") — so the same findings read as either a campaign risk list or a database-hygiene list.
Where to find it#
On the Check data quality overview in the Analyze panel (or the Find & evaluate dialog), next to the Contact Quality ring, two tabs switch the grouping: Outbound and CRM. The score itself doesn't change — only how the issues below it are bundled.
What each view groups together#
Outbound bundles checks into groups like Unsendable, Duplicates, Bounce Risk, Fake & Placeholder, Personalization Broken, Incomplete, Wrong Persona, Geo & Compliance, LinkedIn Broken and Freemail Addresses — issues that matter before a send. CRM bundles the same pool of checks differently: CRM Junk, Duplicates, Formatting Broken, Inconsistent Values, Enrichment Gaps, Field Conflicts, Stale Data, Compliance Risk, Rep Entry Errors, and a Sync-Ready group for records with no issues at all — issues that matter for keeping a database clean. The individual checks behind each group are described in the topic for their data type (names, emails, companies, and so on); this view just regroups the same findings by purpose.
Click a group to select and highlight its rows, the same way clicking an individual check does — see "select-rows-by-checks" for how selecting and combining works. A group that includes an AI-powered check (for example Wrong Persona or Fake & Placeholder) only shows those rows once Include AI Analysis has been run; see "ai-checks" for which checks that affects.
Not the same as an evaluation#
This is a different feature from evaluations (Cold Email, CRM Quality, Cold Calling), which rate each row Ready / Enrichable / Unusable for one specific goal — see "campaign-ready-evaluations". Outbound and CRM are views over the same check results; an evaluation is a separate verdict.
Cost#
Free — switching views only re-groups checks you've already run; it doesn't call any paid provider or re-run the analysis.
Related topics: quality-checks-overview · select-rows-by-checks · campaign-ready-evaluations · ai-checks.
FAQ#
What are the Outbound and CRM views in the Analyze panel?#
Two tabs next to the Contact Quality ring that regroup the same 100+ checks into different bundles: Outbound groups issues by what blocks a send, CRM groups them by what breaks database hygiene and sync.
Where do I switch between the Outbound and CRM views?#
On the "Check data quality" overview in the Analyze panel or the "Find & evaluate" dialog, click the Outbound or CRM tab next to the Contact Quality ring at the top.
Does switching between Outbound and CRM change my quality score?#
No — the Contact Quality score stays the same; only the grouping of issues shown below it changes.
What kinds of issues does the Outbound view group together?#
Groups like Unsendable, Duplicates, Bounce Risk, Fake & Placeholder, Personalization Broken, Incomplete, Wrong Persona, Geo & Compliance, LinkedIn Broken and Freemail Addresses — everything relevant to whether you can safely send to a contact.
What kinds of issues does the CRM view group together?#
Groups like CRM Junk, Duplicates, Formatting Broken, Inconsistent Values, Enrichment Gaps, Field Conflicts, Stale Data, Compliance Risk and Rep Entry Errors, plus a Sync-Ready group for records with no issues — everything relevant to keeping your CRM clean.
Is this the same as choosing an evaluation like Cold Email?#
No — evaluations (Cold Email, CRM Quality, Cold Calling) give each row a Ready / Enrichable / Unusable verdict for one goal; Outbound and CRM just regroup the same check findings by purpose. See "campaign-ready-evaluations" for evaluations.
Does using the Outbound or CRM view cost credits?#
No — it's free on every plan; it only regroups checks that have already run.