Client Instructions – Remote Data Entry Administrator (CRM Cleanup Project)
Project Title: CRM Database Cleanup and Lead Categorization
Project Description:
We are seeking a Remote Data Entry Administrator to assist with a CRM data cleanup project. Your task will involve reviewing, updating, and organizing client contact records to ensure our database is accurate, complete, and properly categorized.
Key Responsibilities:
Remove duplicate or outdated client records from the CRM
Fill in missing contact information using provided spreadsheets and sources
Standardize name formatting, phone numbers, and email entries
Tag and categorize leads based on provided criteria (e.g., status, region, service type)
Report any records that appear incomplete, invalid, or duplicated
Source Materials:
Access to our CRM will be provided upon hire
Supporting spreadsheets and a lead-categorization guide will be shared
Instructions for field mapping and naming conventions will be included
Required Skills:
Experience with CRM systems such as HubSpot, Salesforce, or similar
Strong proficiency in spreadsheets (Excel or Google Sheets)
Accuracy in identifying duplicates and correcting inconsistencies
Ability to follow detailed categorization rules
Respect for confidentiality and data privacy
Deadline:
The project must be completed and submitted by August 6, 2025, no later than 11:00 PM EAT.