3-Minute Challenge: Declutter & Organize Your CRM

Your CRM is the command center of your business—but when it’s cluttered with outdated contacts, messy tags, and duplicate entries, it can feel more like digital chaos.

Let’s change that. In just 3 minutes, you can declutter your CRM and start fresh with a cleaner, more productive system.

🕒 Action: Clean Up Your CRM

Set a timer and do one of the following quick wins:

• Archive or delete contacts you haven’t engaged with in the last 6–12 months

• Merge duplicate contacts

• Update or apply relevant tags to active leads

✅ Why It Matters

• Saves time: Less digging, more doing

• Improves automation: Your workflows run smoother with clean data

• Increases focus: Spend time nurturing leads that matter

🔧 How to Declutter in 3 Minutes

1. Filter by last activity date to find cold leads or inactive contacts.

2. Merge duplicates to clean up contact clutter and keep notes in one place.

3. Review your tags and delete or rename ones you no longer use.

   
   
   
   

✨ Bonus Tip: Make It a Monthly Habit

Put a 3-minute CRM clean-up on your calendar once a month. Small, consistent actions lead to long-term clarity.

⚡ Ready to Start Fresh?

Your CRM should be your most powerful tool—not another source of stress. This simple challenge is your first step toward streamlined systems and smarter business growth.