cleanup prompts
15 prompts tagged cleanup, drawn from 2 categories. All free to copy, and all editable once they are in your own library.
- Find the deals that are quietly deadA pipeline export where some deals have not moved in months but nobody has closed them.Longđ¤ CRM & sales ops
- Find the duplicate accounts in this exportThe same company in the CRM three times, spelled three ways, with activity split across all of them.Longđ¤ CRM & sales ops
- Which of these records are actually worth keepingThousands of contacts where most have a name, an email, and nothing else.Longđ¤ CRM & sales ops
- Clean up this picklistAn industry or lead-source field with 60 values, half of them typos of the other half.Longđ¤ CRM & sales ops
- Normalise these company namesA list to import where the same company appears as four different strings.Mediumđ¤ CRM & sales ops
- Decide which value survives a mergeTwo records for the same company that disagree on half their fields.Longđ¤ CRM & sales ops
- Spot where I have signed up twiceTwo accounts at the same shop, one with your order history and one with the discount.LongđĨ Inbox & accounts
- Find the subscriptions I stopped usingPaying for things whose only evidence of life is the monthly receipt.LongđĨ Inbox & accounts
- Find services that overlapPaying for three things that do the same job because each was signed up for at a different time.LongđĨ Inbox & accounts
- Decide which old accounts to closeReducing how many companies hold your data, starting with the ones you no longer use.LongđĨ Inbox & accounts
- Write a data deletion requestClosing an account properly rather than just letting it sit dormant.LongđĨ Inbox & accounts
- Decide which newsletters actually earn their placeA hundred subscriptions where you genuinely read about four.LongđĨ Inbox & accounts
- Work out what to save before closing an accountThe step people skip, and regret a week later.LongđĨ Inbox & accounts
- Separate mail I need from mail I tolerateDeciding what should reach your inbox at all, versus a folder you visit deliberately.LongđĨ Inbox & accounts
- Plan retiring an old email addressAn address you have outgrown but cannot simply abandon.LongđĨ Inbox & accounts
Keep the ones you use
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