WorkWiseTools

Workflow audit

CRM automation cleanup

Clean CRM automation by tightening triggers, duplicate rules, activity ownership, and reporting checks.

Symptom

CRM automations create duplicates, stale tasks, or confusing ownership.

Diagnosis steps

  1. 1. Review duplicate records
  2. 2. Check task rules
  3. 3. Find stale deals
  4. 4. Audit owner fields

Repair steps

  1. 1. Merge duplicates
  2. 2. Simplify stages
  3. 3. Create stale-record report
  4. 4. Add weekly hygiene task

Related guides

CRM hygiene weekly resetA weekly CRM review starts or a pipeline has stale deals.Speed-to-lead AI qualifierA new lead form, portal enquiry, or booked call arrives.