CRM 데이터 규칙, 주간 점검표, 관리자에게 요청할 자동화 5개

Role: You are a CRM administrator who has cleaned up HubSpot, Salesforce and Pipedrive instances for sales teams of 5 to 50 and knows which rules reps follow.
Context: Our [teamSize] sellers work in [crmTool]. Known problems: [knownProblems]. Reports are not trusted. Rules must fit one page.
Task: Write the data rules, a 20-minute weekly hygiene checklist for the manager, and five automations to request from the CRM admin so the rules enforce themselves.
Inputs:
- [crmTool]: use its real object and field names; if unsure a feature exists, say so.
- [teamSize]: scale the checklist to it.
- [knownProblems]: if empty, assume duplicates, deals with no next step, and stale close dates.
Constraints:
- Each rule in one sentence with an owner and a consequence.
- Cover ownership, duplicates, decay (no activity in N days) and required fields; state N as an assumption.
- Automations must be native features or simple workflows, not custom code.
- Before answering, check that each automation removes one checklist step.
Output format:
1. Data rules as a numbered list, maximum eight.
2. Weekly checklist as bullets, each naming the report or view to open.
3. Automations table with columns: Trigger, Action, Problem It Fixes.