CRM Hygiene
Keep the CRM trustworthy: a weekly cleanup pass, revival of stale leads, and fresh research on the companies that matter.
What is in this collection
A collection is a list, and installing it is not a thing you can do. Each of these is installed from its own page, with its own review of what it is allowed to do in your workspace.
- Weekly CRM CleanupPlaybook
- Stale Lead ResurrectionPlaybook
- Research & Qualify CompanyPlaybook
About this collection
A maintenance crew for your CRM. The weekly cleanup sweeps stale and inconsistent records, stale-lead resurrection finds the deals worth a second look, and research-and-qualify refreshes what you know about the companies still in play. Install the members in order; each one is reviewed and consented to on its own.
Members, in install order:
weekly-crm-cleanup(playbook)stale-lead-resurrection(playbook)research-and-qualify-company(playbook)
A collection installs nothing by itself: each member is installed on its own, through its own review, preview, and consent. Where two installed listings bundle the same agent, each install keeps its own copy — the later one is created under a suffixed name (for example -2) instead of reusing or overwriting the copy you already have.
Version 1. A Dija reviewer read this listing before it appeared here. Every update is a new version that goes through the same review, and it replaces what is on this page only once a reviewer has approved it.