How can I clean out my CRM?

Cleaning out your CRM involves auditing all of your content including custom properties, forms, and lists.

It is key that you can regularly clean out your CRM. There are a few ways to achieve this. At Boom we suggest that you do the following:

  1. Audit your custom properties - Go through all your custom properties and decide which ones you would like to keep and which ones should be deleted. 
  2. Audit your forms - Go through all your forms and decide which ones you would like to keep and which ones should be deleted. 
  3. Audit your lists - Go through all your lists and decide which ones you would like to keep and which ones should be deleted. 
  4. It is suggested that you also look through your lead scoring and lifecycle stage assignment. This is to ensure that your lead scoring and lifecycle enrollment assignment is still relevant to your business.