Identify leads with unknown geographic data
Follow this guide to use Unknown choices to find incomplete country, state, city or ZIP information. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Lead Filters → Lead Filters
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What you’ll accomplish
Use Unknown choices to find incomplete country, state, city or ZIP information. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Select one geographic field at a time.
- Select Unknown.
- Apply the report.
- Go to each returned lead and verify the missing/zero value.
- Correct data through the authorised core lead-edit workflow.
Fields and options to review
Country Unknowncountry=0.
State/City/ZIP UnknownBlank or null values.
Rules the system enforces
- The report identifies data quality issues; it does not update lead addresses.
How to confirm it worked
- The data-quality review completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
- Verify address evidence before replacing an unknown value.
Continue with related guidance
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