Business job

CRM Cleanup

Stale leads, missing next steps, duplicate records, bad statuses, and quiet opportunities get cleaned into a usable pipeline.

How this job runs.

I clean stale records into statuses, next actions, owners, and reasons instead of another messy list.

The finished state.

Every eligible CRM record gets a known state or a reason it cannot move.

HGSC

The loop.

Short, useful, and tied to the actual work.

  • Stale leads
  • Missing next steps
  • Duplicate checks
  • Status updates
  • Pipeline review