CRM & sales ops21 categories
Review who can see and change what
Before an audit, or after realising everyone has been an admin for two years.
Review the permission setup below. Identify: people with more access than their role needs, admin rights that should be temporary, sharing rules that expose records across teams unintentionally, fields holding sensitive data without restriction, and integration users with blanket permissions. For each finding: what it allows today, the realistic harm, and the least disruptive fix. Separate what to change this week from what needs a plan. Setup:
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.
Automation and admin. Workflows, validation, field design and the documentation nobody wrote at the time.
Related prompts
Design this HubSpot workflowAutomating something in HubSpot without discovering the edge cases in production.Write a Salesforce validation ruleStopping bad data at entry without blocking every legitimate edge case.Design the field before anyone creates itA request for a new CRM field, which is easy to add and very hard to remove.Write the lead routing rulesDeciding who gets which lead, including the cases nobody thought about.Define lifecycle stages that mean somethingWhen MQL and SQL are used differently by marketing and sales, and handovers keep failing.Audit these automations for conflictsA CRM where several workflows have accumulated and something keeps overwriting a field.
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