You know the feeling when the CRM is technically up to date and still tells you nothing? This is for people running small customer-facing teams where the data used to be one person's job and now has to be four people's job without falling apart. I'll walk through what we actually do to keep handoffs from quietly rotting, and where it still breaks because someone got busy. Bring your worst pipeline example.
CRM hygiene for teams who've stopped reading it
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Event
- Purpose
- To share the delegation and consistency habits that keep CRM data trustworthy once more than one person owns it.
- Starts
- Nov 9, 2026, 3:00 PM · UTC
- Ends
- Nov 9, 2026, 4:00 PM · UTC
- Event time zone
- UTC
- Format
- online
- Registration policy
- open
- participantVisibility
- private
- Capacity
- 30
- Waitlist available
- Yes
- Accessibility
- Live captions on; the recording is not kept.
- Recording policy
- none
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