Checklist · Beginner · 10 min
CRM data before automating on it checklist
The data hygiene an automation needs before it can route, score or nudge from CRM records.
- ChatGPT
- Claude
- Any assistant
- sales
- checklist
Inside this checklist
- Automations amplify whatever is in the CRM. Clean first.
- ☐ Emails lower-cased and deduplicated
- ☐ Stage definitions written and applied
- ☐ Every open deal has an owner
- Items
- 10
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