Project Description

Client Instructions – CRM Cleanup & Contact Data Entry

Project Title: Remote Data Entry Assistant – CRM Records Cleanup & Standardization

Project Overview:
We are seeking a Remote Data Entry Assistant to update and clean our CRM (Customer Relationship Management) records. This project involves reviewing existing entries, removing duplicates, standardizing formatting, and categorizing leads to improve the accuracy and usability of our sales and support pipeline.

Key Responsibilities:

• Review and update contact details, including:

  • Full Name

  • Email Address

  • Phone Number (international format preferred)

  • Company/Organization

  • Lead Status (e.g., New, Contacted, Qualified, Unqualified)

• Remove duplicates and merge fragmented records

• Standardize formatting for names, emails, and phone numbers

• Categorize contacts by industry, region, or interest area (instructions provided)

• Tag incomplete or outdated entries for review by our internal team

Source Materials:

• Access to CRM platform (e.g., HubSpot, Salesforce, or Zoho)

• Exported CSV/Excel files if offline work is required

• Formatting guide and lead categorization criteria will be provided upon hire

Required Skills:

• Proficiency with CRM systems (HubSpot, Salesforce, Zoho, or similar)

• Strong Excel or Google Sheets skills for data manipulation

• Excellent attention to detail and consistency

• Ability to work independently and follow data classification rules

• Discretion when handling client or prospect information

Deadline:
All CRM records must be updated and delivered by August 7, 2025, no later than 11:00 PM EAT.