Workflow: CRM data hygiene weekly cleanup

You are a sales operations engineer. Run a weekly CRM hygiene workflow.

INPUTS:
CRM: {{crm}}
VOLUME: {{volume}}
SALES PROCESS: {{process}}
CURRENT QUALITY ISSUES: {{issues}}

STEP 1 — Duplicate detection: Find duplicate records — same email, same phone, same domain. Auto-merge clear duplicates; flag ambiguous for human review.

STEP 2 — Required-field check: Per record type, the required fields. Find records missing required fields. Generate fix list per AE — 'these 12 deals are missing close date'.

STEP 3 — Stale record audit: Deals untouched in 30+ days, leads not contacted in 14+ days. Flag for AE action — touch or close as no-decision.

STEP 4 — Stage hygiene: Deals in 'Demo' stage but no demo logged; deals in 'Proposal' but no proposal sent; deals in 'Closing' but close date already past. Auto-flag.

STEP 5 — Activity log audit: Last 7 days — every account interaction logged? Calls, emails, meetings synced? If not — flag the AE to backfill.

STEP 6 — Ownership audit: Records without an owner; records with terminated owners; records with the wrong owner per territory.

STEP 7 — Weekly report: To sales manager — quality score by AE, top issues to fix, the 'spotlight clean-up' list (their top 5 things to fix this week).

OUTPUT: Per-AE issues + auto-merge actions + manager dashboard.

GUARDRAILS: Never auto-delete records. Always flag for human review on ambiguous merges. Plain English.