Tips and Recommendations¶

Data Quality¶

Up-to-date information

Regularly update contact details and opportunity status. Outdated data reduces CRM value.

Inactive opportunities

Opportunities without activity for more than 30 days need attention. Set reminders.

Quick qualification

Leads should be qualified or rejected within 48 hours. Fast response boosts conversion rate.

Log communication

Record important calls and meetings. Communication history is valuable for the whole team.