# Crm Hygiene

> Maintain CRM data quality so pipeline, forecast, and customer history are trustworthy for decisions and automation. Use when cleaning CRM, defining required fields, or fixing forecast and reporting accuracy problems.

- Skill: `itsual/crm-hygiene` (Agent Skill)
- Install (CLI): `npx skillmds@latest add itsual/crm-hygiene`
- Raw SKILL.md: https://api.skillmd.com/api/skills/itsual/crm-hygiene/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: DevOps & Infra
- Author: itsual (https://skillmd.com/u/itsual)
- Updated: 2026-09-21
- Page: https://skillmd.com/skills/itsual/crm-hygiene

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# CRM Hygiene

## Overview

CRM is only as valuable as its data. Hygiene — accurate stages, contacts, next steps, and close dates — is the foundation of forecasting, coaching, and marketing attribution.

## When to Use

- Forecast accuracy problems
- Onboarding reps to CRM standards
- Preparing board or leadership reporting
- Enabling automation and sequencing tools

## Core Practices

- Define required fields by stage with clear meaning
- Enforce next-step and close-date discipline
- Close or recycle stale opportunities
- Keep primary contacts and buying roles updated
- Audit regularly; don’t wait for quarterly panic
- Make hygiene easy with defaults and lightweight process

## Principles

- Garbage in, garbage forecast
- Process should serve selling, not bureaucracy — but minimum standards are non-negotiable
- Managers model the hygiene they expect
- Clean data enables AI and automation later

## Verification

- [ ] Stage definitions are understood and applied
- [ ] Stale deals are reviewed on a cadence
- [ ] Leadership trusts CRM-sourced reports