CRM Hygiene for Outbound Teams
Stage definitions, ownership rules and the fields that actually change a forecast.
Define stages by evidence
Each stage should require something observable from the prospect, not a feeling from the rep.
One owner per record
Ambiguous ownership is how prospects receive two different pitches in the same week.
Keep fields few
If a field never appears in a filter, a report or an email, delete it.
Review the pipeline on a schedule
Anything untouched past its stage window either moves or closes. Stale pipeline hides the real number.
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