Account Health Checklist
A healthy CRM helps you stay organized, manage your pipeline effectively, and keep your data accurate. Use this checklist to keep your OnePageCRM account clean and up to date.
A healthy CRM account should have:
✅ No important overdue follow-ups
✅ Minimal duplicate contacts or companies
✅ An active and realistic sales pipeline
✅ Clear and consistent contact segmentation
Why it matters: An overloaded Action Stream makes it harder to focus on what actually needs attention.
Solution: Complete, reschedule, or delete outdated actions in bulk to keep your Action Stream manageable and up to date.
Search for
Why it matters: Clean data = better visibility and more reliable reporting.
Solution: Find and merge duplicates in bulk using matching first and last name or email address.
Why it matters: Keeps your pipeline realistic, focused and easier to manage.
Solution:
Check for:
Why it matters: Good segmentation helps you filter contacts, personalise outreach, and keep reporting accurate.
Solution: Standardise your naming conventions, merge similar tags, and regularly remove Unused Tags in bulk.
Watch our 3 Easy Tips for Cleaning Up Your CRM Data webinar.
In just 10 minutes, learn to: