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05CRM hygiene
Makes the CRM useful without making the team feed it.
Reads the tenant's Salesforce or DealCloud schema and prepares accurate activity updates.
01
Discovers the schema
02
Matches the activity
03
Prepares the CRM change
Best used for
- DealCloud
- Salesforce
- Post-call updates
Control line
No hardcoded fields and no write without explicit approval.