Audit and fix a messy CRM: the field standards, stale-deal purge rules, duplicate handling, and the habits that keep it clean.
Audit my CRM mess: {{state}} (tool, deal count, what's unreliable — stale deals, empty fields, duplicates, fantasy stages). Build: the purge rules (deals untouched 60+ days: close-lost with a reason code, or one revival attempt then close; the archive-don't-delete rule), the minimum viable field standard (the 5 fields that must be filled for a deal to exist — everything else optional), duplicate resolution order, stage definitions rewritten as exit criteria ('leaves this stage when X'), and the keep-it-clean habits: the Friday 10-minute sweep and the no-meeting-notes-no-next-step rule. Sequence: one cleanup sprint, then habits.
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