Fill custom field values

Fill in Deal Stage, ACV in USD, and Renewal Month on all cards in the Sales Opportunities board that were created this quarter. Use the pipeline notes to set Deal Stage, pull ACV from the Opportunity value column, and infer Renewal Month from the close date. Where data is missing, mark Deal Stage as Prospect and ACV as 0.00. Report the count of completed cards to Ravi by end of day Wednesday.

Before I fill custom fields across the board, make it easy for reviewers to spot risky entries. Put ACV above Renewal Month, round to two decimals, mark any inferred values with a comment explaining the source, and flag cards where source data contradicts the board notes. Provide a summary of flagged cards for Ravi.

I ran a fill process across new Opportunity cards and several ACV values seem off compared with the CRM. I don’t know whether the mismatch is due to a mapping error or stale CRM exports. What quick checks tell me if the mapping is wrong, and what rollback or correction should I run to restore accurate ACV values?

Whenever I mass-fill custom fields I end up with inconsistent ACV and stage values that the sales team ignores. I waste hours cleaning up and lose trust. What repeatable process will prevent bad fills, including a small validation step and an accountable reviewer, so future bulk fills are reliable?