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Quarterly board hygiene
Clutter is the silent killer of CRM adoption. Clean the surface monthly.
1
Boards → Active
Archive any board you're not actively working.
2
Boards → Archived
Delete (permanent) the ones you're sure about.
3
Run conversion funnel
Run the conversion funnel for each remaining board.
4
Kill unused stages
Kill stages that nobody uses.
5
Review field presets
Retire stale ones.
Why It Matters
Clutter is the silent killer of CRM adoption. Clean the surface monthly.