CRM & sales ops21 categories
Clean up this picklist
An industry or lead-source field with 60 values, half of them typos of the other half.
Below are the current values of a picklist field and how many records use each. Propose a consolidated set of 8 to 15 values. For each proposed value, list which current values map to it. Keep anything used heavily enough that merging it would lose real signal, even if it is untidy. Then give: the values to retire, the mapping to apply, and which records will need a human decision because the old value is genuinely ambiguous. Field: [name it] Values:
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.Which of these records are actually worth keepingThousands of contacts where most have a name, an email, and nothing else.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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