Tip · CRM Duplicate and Data-Quality Check
Stale leads: set a cutoff and review them in one sitting
A tip for small sales teams: pick a cutoff for stale leads, for example no activity in 120 days, and review every lead past it in one sitting instead of a few at a time. Decide to re-engage, archive or delete, and note which.
The pilot
CRM Duplicate and Data-Quality Check (pilot)
Our CRM check pilot lists the leads past your cutoff next to the duplicate groups and the data-quality issues. You decide and apply any change yourself. A person reviews the sheet before it reaches you.
Pilot. The sample is made from invented data.
See the CRM Duplicate and Data-Quality Check pilot and its sample