CRM Hygiene Playbook Skill When to Use - Preparing for pipeline inspections or forecast calls. - Auditing data quality before exec reviews or board decks. - Coaching reps on consistent CRM updates. Framework 1. Stage Definitions – document entry/exit criteria and mandatory fields for each stage. 2. Data Completeness – ensure next steps, close dates, contacts, and products are filled. 3. Aging Thresholds – define acceptable days-in-stage and automatic escalation triggers. 4. Exception Handling – outline how to request overrides or re-open closed deals. 5. Monitoring – schedule hygiene dashboar…