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

Pipeline

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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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CRM Hygiene Cleanup

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