displayName
CRM Configuration and Cleanup
workflowKind
development
triggerType
on-demand
typicalCadence
quarterly
complexity
cross-team
description
Improves CRM data hygiene and configuration — auditing field
utilization and removing unused custom fields, standardizing picklist
values and record types, configuring automation rules for lead routing
and stage progression, deduplicating contact and account records,
validating integration data flows from marketing and support systems,
and documenting field mapping conventions. Produces CRM health report
and updated configuration documentation. Excludes CRM platform
migration.