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CRM Hygiene Cleanup

Admin Only

Stage-based HighLevel hygiene audit for promised calls, call coverage, stale opportunities, owners, duplicates, and contact data. Timezone: Europe/London.

Scan Builder
Choose one HighLevel pipeline and one or more stages. The scan checks promised calls, call coverage, stale records, owners, duplicates, and contact data.
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Multi-stage

Choose a pipeline to see stages.

Scans every opportunity currently in the selected stage set and keeps existing review notes intact.
Active Scan
Scans run one batch immediately, then continue automatically while active.
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CRM Findings
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IssueProspectSetterEvidenceStatus EvidenceReview
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