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CRM Records Assistant – Updating Customer Contact Information

Posted 1 month ago   |   CRM Data Entry   |   Budget: KShs. 2,000   |   Bids: 18   |   Client: Nancy Koehn

Project Overview

  • Published On: 16th Aug, 2025
  • Project Type: Data-Entry
  • Project Category: CRM Data Entry
  • Project Due: 19th August, 2025

Required Skills

  • Spreadsheet formulas and functions

  • Microsoft Excel and Word

  • Accurate copy-paste and data entry skills

  • Time Management

Project Description

Project Overview:
Freelancer needed to update outdated or missing customer contact records in our CRM.

Scope of Work:

  • Review customer files and verify contact info

  • Enter updated phone numbers, emails, and addresses

  • Ensure all inactive accounts are flagged

Requirements:

  • Detail-oriented with data verification experience

  • Familiarity with CRM databases

  • Reliable internet connection

Deadline: 19th August 2025
Material Source: Data source will be shared via email upon hire
Deliverable Format: Updated CRM database extract in Word document
Required Data Fields: Customer Name, Account ID, Email, Phone, Address, Account Status

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