Zeroing out Kommo CRM: a complete guide with tips and a step-by-step guide for you to apply today.
reset Kommo CRM It's a simple task that can bring great benefits to your sales team. See the step-by-step instructions.
Kommo CRM is a powerful tool, but over time your pipeline can become cluttered with old leads, stalled deals, and disorganized information. Knowing how to properly reset your Kommo CRM is essential for maintaining data quality and sales team efficiency.
If you are wondering how reset Kommo CRM To do it efficiently, know that the process is simpler than it seems. With just a few clicks, you can clear your entire history and start from scratch.
Maintaining an organized pipeline is essential for any sales team. When leads accumulate, it becomes difficult to prioritize the right contacts and keep track of real business opportunities. Therefore, knowing how... reset Kommo CRM Regularly using this method can be a competitive advantage for your company.
Why reset Kommo CRM periodically?
Maintaining a clean pipeline isn't just about aesthetics—it's strategic. Leads that sit idle for months pollute your metrics, distort your conversion rates, and waste your team's time revisiting cold contacts. Resetting Kommo CRM allows you to start from scratch with fresh data and a sales funnel that truly represents your current situation. For those seeking... Sales automation with Kommo CRMStarting with a clean pipeline is the first step.
Before resetting: make a backup.
Before taking any drastic action in Kommo CRM, a backup is mandatory. Kommo allows you to export your data in CSV or XLSX format. Go to “Settings” > “Export data” and select what you want to save: leads, contacts, deals, tasks, and notes. Store this backup in a safe place—you may need to consult old data later.
Method 1: Bulk lead archiving
Kommo CRM doesn't have a "general reset" button, but you can archive leads in bulk. Select all the leads you want to remove from the active pipeline (use filters by date, stage, or tag), click "Bulk Actions," and choose "Archive." Archived leads are removed from the main pipeline but remain accessible for later review. This is the safest way to reset Kommo CRM without losing data.
Method 2: Delete old leads
If you are certain you no longer need the records, you can permanently delete them. Bulk deletion works similarly to archiving: select the leads, click on “Bulk Actions” and choose “Delete”. Note: deletion in Kommo is irreversible. Therefore, we recommend archiving instead of deleting, unless the leads are clearly disposable. Also check out our guide on... Kommo CRM for clinics If you work in the healthcare field.
Method 3: Create a new pipeline
Another alternative is to create a new pipeline from scratch. In Kommo, you can have multiple pipelines. Create a new one with the stages you want, move the active leads to it, and keep the old pipeline as an archive. This approach is useful for teams that want a gradual transition without losing history.
Important considerations when resetting your CRM.
- Align with the team: Communicate the cleaning to all users before performing it.
- Review active leads: Ongoing deals should not be archived or deleted.
- Export reports: Save metrics and reports before cleaning for future reference.
- Test on a lead first: Run a test with an irrelevant lead before applying it en masse.
Conclusion
Resetting your Kommo CRM is a simple process when done methodically. Whether archiving old leads, deleting disposable records, or creating a new pipeline, the important thing is to keep your CRM organized and your database healthy. Efficient CRM management directly reflects on the productivity of the sales team and the quality of their analyses. After organizing your pipeline, focus on... generate qualified leads for sales and maximize your business opportunities.
Need help organizing your Kommo CRM? Kaizen Agency specializes in Kommo CRM implementation and management. Contact us and discover how we can help your team.
Master the process of reset Kommo CRM It's a practice that increases the productivity of the sales team and ensures that no important lead is forgotten. Start organizing your pipeline today!
CRM and Lead Generation: From Capture to Closing
Generating leads is just the first step. The biggest problem for most companies isn't a lack of contacts—it's a lack of processes to convert those contacts into customers. A well-implemented CRM with a structured sales funnel transforms chaos into predictability: you know exactly how many leads are at each stage, what the conversion rate is, and how much revenue you'll generate each month.
How Kaizen Agency structures its CRM and lead generation operation.
- CRM implementation (Kommo, PipeRun, ActiveCampaign) configured for your sales process.
- CRM + WhatsApp integration for fast and seamless customer service.
- Lead qualification automation with scoring and segmentation.
- Customized nutrition flows by funnel stage.
- Real-time pipeline and conversion tracking dashboards.
- Training the sales team on the correct use of CRM.
Companies that grow predictably have something in common: a structured sales process and reliable data about their operations. Kaizen Agency doesn't just generate leads—we implement a complete system for lead generation, qualification, nurturing, and conversion, integrating marketing and sales into a single, results-oriented operation. Our methodology has already helped dozens of companies reduce CAC by up to 40% and increase lead conversion rates by more than 2x.
FAQ
What is a qualified lead and how can you generate more?
A qualified lead (SQL — Sales Qualified Lead) is one that has the profile, need, and purchase intent that are right for your product. You generate more qualified leads with precise segmentation across media channels, landing pages optimized for the ideal customer profile, and automated qualification via forms and chatbots.
Which CRM is best for small and medium-sized businesses?
It depends on the sales process. For teams that work extensively via WhatsApp, Kommo (formerly amoCRM) is excellent due to its native integration. For operations with a long sales funnel and integrated marketing automation, ActiveCampaign is a great choice. For larger sales teams with complex B2B processes, PipeRun offers a high degree of customization.
How do I integrate WhatsApp into my CRM process?
The most efficient integration is via WhatsApp Business API with tools like Kommo or Wati. This allows you to manage all WhatsApp contacts within the CRM, automate initial responses, distribute leads among salespeople, and have a complete conversation history linked to the customer.
What is the difference between MQL and SQL?
MQL (Marketing Qualified Lead) is a lead that marketing has qualified as interesting—downloaded material, visited strategic pages, opened emails. SQL (Sales Qualified Lead) is one that the sales team has evaluated and confirmed has real purchase potential. The transition from MQL to SQL should be based on clear criteria agreed upon between marketing and sales.
How long does it take to implement a CRM and structure the sales funnel?
The basic technical implementation of a CRM takes 1 to 2 weeks. Full customization (funnels, automations, integrations, dashboards) takes 30 to 60 days. The adoption process by the team and refinement of automations is continuous—generally, within the first 90 days, the system is already operating at maximum efficiency.
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