Configuration sprawl? Start here.

If your CRM has some configuration sprawl — and let’s be honest, most do — you don’t need a full audit to start making things better.

The mess didn’t happen all at once. And the cleanup doesn’t have to, either.

You just need a few good ways to begin:

• Start documenting.
  Even a simple Google Doc can go a long way. Start listing custom fields, tags, groups, or profiles—what they’re for, who uses them, and whether they’re still relevant.

• Mark things as disabled.

  Start with custom fields, profiles, tags, or price sets that are clearly outdated. Don’t delete them—just hide them from daily use.

• Use naming conventions.

  When you create new fields, groups, or other configured entities, make it obvious why they exist. A little clarity now prevents a lot of confusion later.

• Add notes where you can.

  Some CRM objects (like groups or profiles) let you include a description for your own future reference. Use them to explain intent or history.

• Make a “maybe” list.

  Not ready to remove something? Add it to a cleanup list to revisit later. Uncertainty is fine—as long as you track it.

None of this is flashy. Some of it seems tedious. But it’s how clarity begins.

You don’t need to fix everything this week. You can start small.

But if you don’t start, can you really expect this clutter to go away on its own?

All the best,
A.