The new Lead Validation Rules feature prevents invalid or incomplete data entry in the CRM, ensuring accuracy and compliance.

Key Highlights:

• Define rules that validate data on lead creation or updates.
  
  
• Supports conditional logic (e.g., “Lead Score > 80” or “Follow-Up Date within 15 days”).
  
  
• Ensures data integrity without requiring any coding or formulas.
  
  
• Includes up to 7 rules per account for free; additional rules available as add-ons.
  
  

Why It Matters:

• Improves data quality and accuracy.
  
  
• Saves time by reducing manual corrections.
  
  
• Ensures compliance with internal and regulatory standards (e.g., GDPR).
  
  
• Competitive advantage: A no-code rule builder — not offered by small-scale CRMs like Kylas or Zoho in lower tiers.
  
  

This feature is free for all plans, ensuring every Corefactors user benefits from high-quality CRM data management.

Version: v11.8

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