A practical checklist for setting up fields, stages, ownership and reporting before a CRM goes live.
Last reviewed: September 30, 2026 Editorial standard: Martzine Editorial Team.
What this resource is for
Use CRM Setup Checklist when Sales work needs one place for the inputs, the decision and the follow-up that comes from the review.
Use crm setup checklist when the work needs a repeatable way to check the important inputs before the next decision.
What to check
- Fields
- Stages
- Permissions
- Automation
- Reports
How to use it
Step 1: Fields
Run the resource against one real case. A live example usually exposes a missing field or vague definition faster than another planning meeting.
Step 2: Stages
Run the resource against one real case. A live example usually exposes a missing field or vague definition faster than another planning meeting.
Step 3: Permissions
Start by writing the current state without trying to improve it. That keeps the review anchored to what actually happens today.
Step 4: Automation
Finish by deciding what changes, what stays the same and when the result should be reviewed again.
Step 5: Reports
Finish by deciding what changes, what stays the same and when the result should be reviewed again.
What a useful result looks like
Finish CRM Setup Checklist with an owner and a review point so the record does not become a static worksheet. A practical checklist for setting up fields, stages, ownership and reporting before a CRM goes live.
Common mistakes
Adding more fields because the first pass felt incomplete instead of fixing the definition of the original task.
Related Martzine work
The surrounding work is usually easier to handle when the resource sits next to the relevant calculation, tool or guide.
Martzine Solutions · Martzine Services.
Sources and further research
For CRM Setup Checklist, use the primary source when the subject depends on current rules, technical specifications or definitions outside Martzine’s own working framework.
- Google Search Central (Official Google documentation for search, technical quality and discoverability.)
- U.S. Small Business Administration (Official U.S. small-business guidance and educational resources.)
Martzine note
The resource is a starting point for a working decision. Add local requirements where the business, industry or jurisdiction requires something more specific.