reset kommo crm: complete guide with tips and step-by-step instructions for you to apply today.
resetting the Kommo CRM is a simple task that can bring great benefits to your sales team. See the step-by-step.
The Kommo CRM is a powerful tool, but over time your pipeline can become filled with old leads, stalled deals, and disorganized information. Knowing how to reset the Kommo CRM correctly is essential to maintain data quality and the efficiency of the sales team.
If you are wondering how to reset the Kommo CRM efficiently, know that the process is simpler than it seems. With just a few clicks, you can clear all 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 track real business opportunities. Therefore, knowing how to reset the Kommo CRM periodically can be a competitive advantage for your company.
Why reset the Kommo CRM periodically?
Keeping a clean pipeline is not just an aesthetic issue — it is strategic. Leads that remain stagnant for months pollute your metrics, distort your conversion rates, and cause your team to waste time revisiting cold contacts. Resetting the Kommo CRM allows you to start fresh with up-to-date data and a sales funnel that truly represents your current moment. For those looking for sales automation with Kommo CRM, starting with a clean pipeline is the first step.
Before resetting: backup
Before any drastic action on the Kommo CRM, backing up 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. Keep this backup in a safe place — you may need to consult old data later.
Method 1: Archive leads in bulk
The Kommo CRM does not 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 on "Bulk Actions" and choose "Archive." Archived leads leave the main pipeline but remain accessible for later consultation. This is the safest way to reset the Kommo CRM without losing data.
Method 2: Delete old leads
If you are sure you no longer need the records, you can delete them permanently. Bulk deletion works similarly to archiving: select the leads, click on "Bulk Actions" and choose "Delete." Attention: 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 sector.
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 precautions when resetting your CRM
- Align with the team: Communicate the cleanup to all users before executing.
- Review active leads: Ongoing deals should not be archived or deleted.
- Export reports: Save metrics and reports before the cleanup for future reference.
- Test on one lead first: Conduct a test with an irrelevant lead before applying in bulk.
Conclusion
Resetting the 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 your analyses. After organizing your pipeline, focus on generating qualified leads for sales and maximizing your business opportunities.
Need help organizing your Kommo CRM? The Kaizen Agency specializes in the implementation and management of Kommo CRM. Contact us and find out how we can help your team.
Mastering the process of resetting the Kommo CRM is a practice that increases the productivity of the sales team and ensures that no important lead is forgotten. Start organizing your pipeline today!