admin prompts

14 prompts tagged admin, drawn from one category. All free to copy, and all editable once they are in your own library.

Clean up this picklistAn industry or lead-source field with 60 values, half of them typos of the other half.Long🤝 CRM & sales ops
Write the data quality rules for this objectDeciding what "complete" means for a record, before arguing about it in a meeting.Long🤝 CRM & sales ops
Design HubSpot properties that will not rotBefore adding properties to HubSpot, which is easy and almost never undone.Long🤝 CRM & sales ops
Write a Salesforce validation ruleStopping bad data at entry without blocking every legitimate edge case.Long🤝 CRM & sales ops
Design the field before anyone creates itA request for a new CRM field, which is easy to add and very hard to remove.Long🤝 CRM & sales ops
Write the lead routing rulesDeciding who gets which lead, including the cases nobody thought about.Long🤝 CRM & sales ops
Define lifecycle stages that mean somethingWhen MQL and SQL are used differently by marketing and sales, and handovers keep failing.Long🤝 CRM & sales ops
Audit these automations for conflictsA CRM where several workflows have accumulated and something keeps overwriting a field.Long🤝 CRM & sales ops
Document how this CRM is actually set upAn inherited CRM whose logic lives only in the head of someone who left.Long🤝 CRM & sales ops
Plan a migration between CRMsMoving from one CRM to another without losing history or trust.Long🤝 CRM & sales ops
Review who can see and change whatBefore an audit, or after realising everyone has been an admin for two years.Long🤝 CRM & sales ops
Design a Salesforce Flow before building itA Salesforce automation request, worked out on paper before you discover the limits in production.Long🤝 CRM & sales ops
Turn these profiles into permission setsA Salesforce org where access lives in profiles and every new role means cloning another one.Long🤝 CRM & sales ops
Find the accumulated debt in this Salesforce orgAn org that has been configured by many hands over several years.Long🤝 CRM & sales ops

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