Contacts
A contact should have the correct name, email, phone number, notes, source, and communication history. Clean contact data makes follow-up and AI summaries more useful.
Opportunities
Opportunities track the active deal, case, quote, appointment, or service request. Move opportunities when the real-world status changes.
Pipeline hygiene
Review stale stages weekly. A pipeline is useful only when it reflects reality. Archive dead opportunities, update active ones, and assign the next action.
Notes and context
Notes should explain what matters next. Avoid long pasted transcripts when a short summary will help the team move faster.