Best for
Everyone who touches customer records.
Use this when
Continuously, with a weekly tidy and a quarterly clean.
Preview
Purpose
To keep records accurate and current enough that anyone can pick up any relationship, and that forecasts mean something.
The rest of this resource is for members
Members get the complete SOP: Maintaining CRM Records, one-click copy, saved favorites, and every other resource in the library for $149 per month.
One-click copy unlocks with membership
Customer records are personal data. Most jurisdictions require you to collect only what you need, keep it accurate and secure, delete it when there is no longer a reason to hold it, and respond to access or deletion requests within set timeframes. Check what applies to you.
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