One thing we’ve run into quite a few times during CRM cleanup projects is a field that nobody really knows the purpose of anymore.

Someone created it for a specific reason a few years ago. Then a workflow started using it. Later, a report depended on it. Eventually nobody remembers why it was there, but deleting it feels risky.

We’ve had cases where a field looked completely unused until we traced the workflows, reports and integrations connected to it.

So when we clean up a CRM, we don’t start by deleting everything that looks old. We first check where the field is being used and what depends on it. Some things can be removed safely; others just need to be replaced properly first.

It’s a small thing, but it has saved us from breaking parts of a CRM that looked unrelated to the cleanup.

What’s the most unexpected dependency you’ve found while cleaning up a CRM?