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Courses/Course 5 CRM and Operations/Clean Up the CRM Before You Automate It
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Define the Few Fields That Actually Matter

Choose the core CRM fields and statuses that support sales, delivery, and reporting without clutter.

Time 10 minModule Clean Up the CRM Before You Automate ItCourse progress 0%
This lesson is open without a full membership.

Most CRMs fail because they ask the team to maintain too much. Keep the system narrow enough that it stays current.