18
Quarterly board hygiene
Once a quarter, prune what the team stopped using so the workspace reflects how you actually work now.
1
Review active boards
Archive boards for campaigns that ended. Archived boards keep their data and can be restored.
2
Run the conversion funnel
Stages where deals pile up or teleport past are stages that don't match reality — rename, merge, or delete them.
3
Reassign orphaned deals
Deleting a stage moves its deals to the Orphaned Deals panel — sweep it to zero.
4
Prune the field library
In Settings → Fields, delete fields nobody fills and fold one-off fields into folders. Update presets so new boards start clean.
5
Audit the tag library
Settings → Tags shows usage counts per tag. Merge near-duplicates and delete the dead ones.
Why It Matters
CRMs rot from the edges — unused stages, stale fields, duplicate tags. An hour a quarter keeps the whole team trusting the data.