Connections quietly checks that your records join up end to end — every lead has a source and a way to reach it, every deal has a customer, and every captured lead actually reached your pipeline — and counts anything that slipped through, class by class.
What does it check?
- Deals without a customer — a deal that lost its client link (serious).
- Form submissions that never became a lead — an enquiry that stalled at the door (serious).
- Uncontactable leads — no phone, no email, no way to follow up (serious).
- Captured leads with no deal — arrived but never entered the pipeline.
- Leads with no source — money you can’t attribute to any campaign.
The three serious classes drive the health flag; the last two are hygiene. The check also runs on a schedule, so drift is caught even when nobody opens the screen. Re-check any time with one tap.
Open Connections healthRecords that fell out of the journey, counted by class