data prompts

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

Find the duplicate accounts in this exportThe same company in the CRM three times, spelled three ways, with activity split across all of them.Long🤝 CRM & sales ops
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.Long🤝 CRM & sales ops
Which of these records are actually worth keepingThousands of contacts where most have a name, an email, and nothing else.Long🤝 CRM & sales ops
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
Normalise these company namesA list to import where the same company appears as four different strings.Medium🤝 CRM & sales ops
Decide which value survives a mergeTwo records for the same company that disagree on half their fields.Long🤝 CRM & sales ops
Plan a Salesforce bulk update safelyBefore pushing thousands of records through Data Loader on a live org.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
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
Plan a migration between CRMsMoving from one CRM to another without losing history or trust.Long🤝 CRM & sales ops

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