CRM & sales ops21 categories
Which of these records are actually worth keeping
Thousands of contacts where most have a name, an email, and nothing else.
Score the records below on whether they are worth keeping. A record is worth keeping if it could support a real action: enough identity to reach the person, enough context to say something relevant, and some evidence of a relationship or interest. Group into: keep, keep but enrich (say which field is missing), archive, delete. For archive and delete, say what is lost by doing it. Flag anything that looks like a compliance problem — no consent record, no source, or stale beyond your retention policy. Records:
Making it yours
- Paste your own material where the prompt asks for it. Everything above that line is instruction, not content.
- Delete any rule that does not apply to you. A shorter prompt that fits beats a thorough one that does not.
- If the answer comes back vague, add a line saying what you do not want. Constraints work better than encouragement.
Data hygiene. Duplicates, inconsistent fields, messy imports, and records that technically exist but say nothing.
Related prompts
Find the duplicate accounts in this exportThe same company in the CRM three times, spelled three ways, with activity split across all of them.Map these columns to CRM fields before importingA spreadsheet from a trade show or an old system that has to land in the CRM without wrecking it.Clean up this picklistAn industry or lead-source field with 60 values, half of them typos of the other half.Write the data quality rules for this objectDeciding what "complete" means for a record, before arguing about it in a meeting.Normalise these company namesA list to import where the same company appears as four different strings.Decide which value survives a mergeTwo records for the same company that disagree on half their fields.
Keep this one
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