CRM Maintenance

In an effort to ensure our CRM data is kept up to date and free of excess clutter, the CRM team conducts weekly, monthly and quarterly maintenance. We encourage users to make basic updates to any missing or incorrect information they find in Hubspot records. However, if further assistance is needed, users are encouraged to open a ticket in the internal support pipeline.

Reviews

Weekly: Review new records, review duplicate records, assign and associate conversations, close conversations >30 days old, check spam folder, review formatting issues, address internal support tickets

Monthly: Review user permissions Links Google Docs

Quarterly: Data and Documentation Audits are conducted quarterly.

More information on the details of CRM Maintenance can be found here.