{
  "id": "workflow:crm-configuration-and-cleanup",
  "_kind": "Workflow",
  "_file": "workflows/workflows/workflows-sales-setup.yaml",
  "_cluster": "workflows",
  "attributes": {
    "displayName": "CRM Configuration and Cleanup",
    "workflowKind": "development",
    "triggerType": "on-demand",
    "typicalCadence": "quarterly",
    "complexity": "cross-team",
    "description": "Improves CRM data hygiene and configuration — auditing field\nutilization and removing unused custom fields, standardizing picklist\nvalues and record types, configuring automation rules for lead routing\nand stage progression, deduplicating contact and account records,\nvalidating integration data flows from marketing and support systems,\nand documenting field mapping conventions. Produces CRM health report\nand updated configuration documentation. Excludes CRM platform\nmigration.\n"
  },
  "outgoingEdges": [
    {
      "from": "workflow:crm-configuration-and-cleanup",
      "to": "role:staff-engineer",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:crm-configuration-and-cleanup",
      "to": "role:planner",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:crm-configuration-and-cleanup",
      "to": "role:data-scientist",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:crm-configuration-and-cleanup",
      "to": "skill-area:data-quality",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:crm-configuration-and-cleanup",
      "to": "domain:sales",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:crm-configuration-and-cleanup",
      "to": "domain:revenue-operations",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:crm-configuration-and-cleanup",
      "to": "responsibility:data-quality-monitoring",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:crm-configuration-and-cleanup",
      "to": "responsibility:review-architecture-changes",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:crm-configuration-and-cleanup",
      "to": "org-unit:sales-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:crm-configuration-and-cleanup",
      "to": "org-unit:revenue-operations-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    }
  ],
  "incomingEdges": []
}