Lead Hygiene
Keep CRM data clean so reports and follow-ups are reliable.
#Business goal
Maintain accurate, actionable CRM data.
#When to use this
On a regular cadence.
#At a glance
| Detail | Value |
|---|---|
| People involved | Sales owner, sales team |
| Departments used | Sales |
| Modules used | CRM |
| AI used | Sales Agent assists with outreach and analysis; you decide |
| Recommended timeline | Weekly/Monthly |
| Prerequisites | CRM access; An active pipeline |
#Step-by-step process
1
Review new leads
Ensure source and details are complete.
2
Deduplicate
Merge or fix duplicate records.
3
Update statuses
Keep lead and opportunity statuses current.
4
Archive dead leads
Mark lost leads so they leave active views.
#Decision points
Decisions to make along the way
- Which records are duplicates?
- What is truly dead?
#Approval points
No formal approval gate
This routine has no separate sign-off step, but review your work before it affects clients or finances.
#Success metrics
- Cleaner data
- More reliable reports
#Best practices
- Fix data as you go.
- Standardize how leads are entered.
#Common mistakes
- Letting duplicates pile up.
- Stale statuses that skew reports.
#Realistic example
In practice
A monthly cleanup merges two duplicate leads, completes missing sources, and archives a batch of long-dead prospects.
#Related documentation
Pipeline Management
Act on clean data.
Import leads
How-to.
Business Workflows
Underlying step-by-step flows.
Contact Support
Reach the DevSphere OS team.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
Was this page helpful?