Sure everyone with access to the data knows what they are doing. Find out what information you have (and where v industry leads it's all located ) a crm is great for organizing all customer information, but that doesn't mean there isn't other information floating around outside of it. Gather everything in one place. What did you previously.
Use to industry leads organize your customer information? Many companies use tools like excel or google sheets, or even a classic - hard copies in binders. Another hidden place? Your mailbox. Make sure there is no clutter in your mail archives. The last place you should check? Trick question - it's actually places.
Because there's probably customer information in every app you use (and integrate your crm with). Apps like your... Payment industry leads processor forms tool project management tool support tool all of these integrations keep track of customer information, such as credit card numbers, email addresses, payment history.