2026-10-01 · 4 min read
A CRM works when everyone uses it the same way. Use this checklist to tidy your lead management.
Define clear pipeline stages
New, contacted, replied, meeting booked, proposal, won, lost. Keep stages few and specific.
Tag leads consistently
Use tags for source, industry and role so you can segment later.
Assign an owner to every lead
A lead without an owner is rarely followed up.
Automate reminders
Set follow-up tasks automatically so no lead depends on memory.
Clean data regularly
Remove duplicates and verify contacts before big campaigns.
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