Playbooks / Sales / Pipeline Management
CRM Hygiene
Enforce the pipeline discipline: every deal has a stage, an amount, a next action, and a last-touch date. Flags stale deals and duplicate contacts; propose the cleanup.
How to run it
Open Sales > Pipeline Management > CRM Hygiene in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the CRM Hygiene workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Enforce the pipeline discipline: every deal has a stage, an amount, a next action, and a last-touch date. Flag stale deals and duplicate contacts; propose the cleanup.
Put this workflow to work.
The Sales agent ships with this one installed. Open the demo and ask it to run the CRM Hygiene workflow on something of yours.