CRM Data Model & Setup — Accounts, contacts, deals
Structure first, features later.
Design the object model and load your account base. AI helps deduplicate and enrich account records.
- Leads vs contacts vs accounts vs deals
- Fields, ownership and data hygiene rules
- Import and de-duplication
- AI lab: data-enrichment and dedupe prompts
- Deliverable: configured CRM with 30 loaded accounts

