CRM Setup Checklist
A practical checklist for setting up fields, stages, ownership and reporting before a CRM goes live.
Working record
| Check | What to do | Evidence to retain |
|---|---|---|
| Fields | Give each field a definition, data type and owner. Test required values and avoid duplicate fields for the same fact. | The fields record, its source and the person responsible for resolving missing evidence. |
| Stages | Write entry and exit conditions for each stage. Confirm the team uses the same definitions. | The stages record, its source and the person responsible for resolving missing evidence. |
| Permissions | Grant access according to the task and record who owns each account. Verify the recovery path before removing old access. | Account owner, permission level and recovery method. |
| Automation | Record triggers, actions, permissions and failure handling. Test the workflow before enabling consequential actions. | The automation record, its source and the person responsible for resolving missing evidence. |
| Reports | Check the filters and definitions against sample source records. Name the person who will act on the result. | The reports record, its source and the person responsible for resolving missing evidence. |
Review the decision
A practical checklist for setting up fields, stages, ownership and reporting before a CRM goes live. Keep fields, stages, permissions attached to the conclusion so the next owner can challenge the assumptions. Resolve missing evidence before treating this record as approval.
Continue the decision
How to Audit Marketing Data Before You Automate the Workflow · Inventory Demand, Lead Time and Reorder Records.
Calculation and source notes
Keep the displayed formula, input units and model scope with the result. Corrections or questions can be sent through the request section on this page.
Content updated: October 11, 2026