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“Check leads created this week against existing contacts and accounts by email and company name. List the matches with the account owner. After I confirm, give each matched lead to the account owner and tag it Existing customer.”

“Find leads in status Contacted that are missing Budget, No. of Employees, Phone or Industry. List what each one is missing. After I confirm, create a task for each owner to fill the gaps.”

“Rate open leads by these rules. Industry is Healthcare and No. of Employees over 50 is A. Healthcare under 50 is B. Everything else is C. After I confirm, set Rating to the grade.”

“Find open deals with no open task and no future meeting. Show the last contact on each. After I confirm, create a next-step task for each owner, due tomorrow.”

“Build a list of contacts for the new-customer offer. Leave out anyone whose account has a Closed Won deal. Show how many you excluded and a few examples. After I confirm, tag the rest New customer offer.”

“Find contacts whose account industry is Logistics or Transportation. Show the account and the value that matched, and leave out accounts with no industry. After I confirm, tag the matching contacts Q4 logistics offer.”

“Find Cases with no contact or account. Match each one to a contact by the reporter’s email, and set the contact and that contact’s account. Show me the ones you cannot match.”

“Show open tasks past their due date, grouped by owner and by related deal. Start with Sam Becker's. Move the two Pilot extension tasks to next Monday and mark the Warehouse renewal call complete.”

“Find accounts with the same name and the same website. For each group show the owner and how many deals and contacts each account has.”

“Find open leads whose email matches an existing contact. Show the lead owner, the contact, its account and owner. After I approve, tag the matches Existing contact.”

“Find contacts whose email domain does not match their account’s website. Skip personal email domains. Suggest the account that matches the domain, if there is one.”

“Find contacts with no email and no phone or mobile. Group them by owner. After I approve, create a task for each owner to find the missing details, due Friday.”

“Find open tasks not linked to any deal, contact or account. Suggest a link only where the subject names one record clearly. Leave the rest for me.”

“In Contacts, Mailing Country: change USA, U.S. and US to United States, and UK and Great Britain to United Kingdom. Show me each change first.”

“Import the attached contacts. Match existing contacts by email. Create the new ones, and for existing ones fill only fields that are empty in the CRM. Show me the plan first.”

“Find leads with an email at test.example or the tag Test. Show me the exact list. After I confirm, delete them.”

“Create a lead from this page. Check first that no lead or contact has the same email.”

“List my meetings for today with the related deal or account, the last contact before the meeting and any open tasks.”

“On Deals, when Stage is Closed Lost, show the Reason For Loss field and make it mandatory.”

“Who changed the stage, amount, owner or closing date on the Warehouse renewal deal, and when?”

“Check the contacts in the Spring webinar campaign for Email Opt Out and for the tag Unsubscribed. List them. After I confirm, remove them from the campaign.”

“Find accounts with at least 3 won deals whose last won deal is more than 9 months ago. Show the number of won deals, the last one and the owner.”

“Show leads deleted in the last two weeks, with who deleted them and when. After I choose, restore the ones I pick.”

“List active products with an empty or zero Unit Price, or with no Product Code or Tax. Show what is missing on each one. Leave Community Starter free.”

“Check leads created this week against existing contacts and accounts by email and company name. List the matches with the account owner. After I confirm, give each matched lead to the account owner and tag it Existing customer.”

“Find leads in status Contacted that are missing Budget, No. of Employees, Phone or Industry. List what each one is missing. After I confirm, create a task for each owner to fill the gaps.”

“Rate open leads by these rules. Industry is Healthcare and No. of Employees over 50 is A. Healthcare under 50 is B. Everything else is C. After I confirm, set Rating to the grade.”

“Find open deals with no open task and no future meeting. Show the last contact on each. After I confirm, create a next-step task for each owner, due tomorrow.”

“Build a list of contacts for the new-customer offer. Leave out anyone whose account has a Closed Won deal. Show how many you excluded and a few examples. After I confirm, tag the rest New customer offer.”

“Find contacts whose account industry is Logistics or Transportation. Show the account and the value that matched, and leave out accounts with no industry. After I confirm, tag the matching contacts Q4 logistics offer.”

“Find Cases with no contact or account. Match each one to a contact by the reporter’s email, and set the contact and that contact’s account. Show me the ones you cannot match.”

“Show open tasks past their due date, grouped by owner and by related deal. Start with Sam Becker's. Move the two Pilot extension tasks to next Monday and mark the Warehouse renewal call complete.”

“Find accounts with the same name and the same website. For each group show the owner and how many deals and contacts each account has.”

“Find open leads whose email matches an existing contact. Show the lead owner, the contact, its account and owner. After I approve, tag the matches Existing contact.”

“Find contacts whose email domain does not match their account’s website. Skip personal email domains. Suggest the account that matches the domain, if there is one.”

“Find contacts with no email and no phone or mobile. Group them by owner. After I approve, create a task for each owner to find the missing details, due Friday.”

“Find open tasks not linked to any deal, contact or account. Suggest a link only where the subject names one record clearly. Leave the rest for me.”

“In Contacts, Mailing Country: change USA, U.S. and US to United States, and UK and Great Britain to United Kingdom. Show me each change first.”

“Import the attached contacts. Match existing contacts by email. Create the new ones, and for existing ones fill only fields that are empty in the CRM. Show me the plan first.”

“Find leads with an email at test.example or the tag Test. Show me the exact list. After I confirm, delete them.”

“Create a lead from this page. Check first that no lead or contact has the same email.”

“List my meetings for today with the related deal or account, the last contact before the meeting and any open tasks.”

“On Deals, when Stage is Closed Lost, show the Reason For Loss field and make it mandatory.”

“Who changed the stage, amount, owner or closing date on the Warehouse renewal deal, and when?”

“Check the contacts in the Spring webinar campaign for Email Opt Out and for the tag Unsubscribed. List them. After I confirm, remove them from the campaign.”

“Find accounts with at least 3 won deals whose last won deal is more than 9 months ago. Show the number of won deals, the last one and the owner.”

“Show leads deleted in the last two weeks, with who deleted them and when. After I choose, restore the ones I pick.”

“List active products with an empty or zero Unit Price, or with no Product Code or Tax. Show what is missing on each one. Leave Community Starter free.”