Resource
SpreadsheetCRM Setup
Guide
Use this guide to structure CRM objects, fields, call outcomes, stages, industries, and company-size definitions before the team starts operating inside the system.
Preview the guide
LockedCRM Setup Guide
A CRM planning worksheet for defining the data model, picklists, and hygiene rules that keep contacts, accounts, leads, and deals organized.
Core Objects
Clarify how contacts, accounts, deals, and leads should be represented inside the CRM.
Custom Fields
Define disqualification reasons, timestamps, ownership, and research fields that support cleaner reporting.
Call Outcomes
Standardize the possible outcomes of outreach so activity data stays consistent and usable.
Reference Lists
Set industry and company-size options so segmentation and reporting start with consistent values.
One opt-in unlocks every course, resource, and webinar recording in the Education Hub.
What This Helps You Do
Build CRM hygiene into the setup
Data Structure
Organize contacts, companies, deals, and optional leads so context stays intact as activity grows.
Field Design
Create the fields and picklists needed for qualification, reporting, and cleaner sales execution.
Operational Consistency
Standardize call outcomes, stages, industries, and company-size ranges so the team records data the same way.
FAQ
Before you open the resource
What does the CRM Setup Guide help teams define?
It helps teams define the core CRM structure, including objects like contacts, accounts, deals, and leads, plus fields, stages, call outcomes, and reference values such as industries and company size.
Why is CRM object structure important early on?
Because poor object structure makes it harder to track context across multiple people, companies, and deals. Getting this right early improves data quality, workflow clarity, and reporting accuracy.
What kind of information should go into qualifications and secondary intel?
Qualifications should be objective facts such as employee count or other verifiable criteria. Secondary intel should capture useful contextual details from research, such as current tooling or supporting insights that can shape future conversations.