CRM Hygiene
Training lesson
Required fields
SalesPro needs source, owner, stage, next action, and last activity before it can score execution hygiene.
Example
Lead source: inbound form. Owner: Avery. Stage: discovery scheduled. Next action: confirm decision criteria.
Practice prompt
Identify missing fields in a sample lead.
Checklist
Source
Owner
Stage
Next action
Open related roleplayuse of approved context