Delete obsolete asset fields on a scheduled cadence
Delete obsolete asset fields on a scheduled cadence
Your asset records often retain obsolete or test fields that clutter deal views and confuse owners. This keeps deal records tidy so reporting and handoffs stay accurate before weekly reviews.
Overview
Stale custom fields make deal pages noisy and slow down owner handoffs; scheduling a cleanup fixes that without manual effort. Platform admins and Sales Ops get consistent records and clean reports ahead of weekly reviews.