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CRM cleanup and maintenance: dedupe contacts, update stale records, normalize deal stages, and ensure data quality. Triggers on: clean CRM, CRM cleanup, duplicate contacts, CRM maintenance, CRM audit.
默认使用会先检查来源的 Prompt；你也可以切换为直接命令，或下载本地副本。
决定是否安装前，请先阅读 SKILL.md，以及 SkillsMP 当前展示的配套文件。
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
直接命令不会经过审查 Prompt；运行前请先检查来源。
npx skills add https://github.com/infometa/workbuddyskills --skill crm-hygiene命令会保持在同一行。复制前请横向滚动并检查完整内容。
想先保存到本地？可下载 SkillsMP 当前能够提供的文件。
基于 SOC 职业分类
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| name | crm-hygiene |
| description | CRM cleanup and maintenance: dedupe contacts, update stale records, normalize deal stages, and ensure data quality. Triggers on: clean CRM, CRM cleanup, duplicate contacts, CRM maintenance, CRM audit. |
Clean up and maintain CRM data quality: dedupe contacts, audit deal stages, update stale records, and normalize formats.
Scan for duplicate contacts
Auto-merge obvious dupes, flag ambiguous ones for review
Audit deal stages
Update outdated records
Normalize data formats
Generate cleanup report
## CRM Cleanup Report
- Date: ...
- Contacts scanned: [count]
## Duplicates
- Obvious (auto-merged): [count]
- Likely (merged): [count]
- Ambiguous (flagged for review): [count] — see list below
## Deal Stage Issues
- Stale deals (30+ days no activity): [count]
- Missing key fields: [count]
- Wrong stage: [count]
## Stale Records
- Dormant contacts (90+ days): [count]
- Inactive companies: [count]
## Actions Taken
1. Merged [X] duplicate contacts
2. Normalized [X] records
3. Flagged [X] for manual review
## Data Quality Score
- Before: [score]/100
- After: [score]/100