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CRM Data Assistant – Supporting Sales Team with Entry of New Opportunities

Posted 1 month ago   |   CRM Data Entry   |   Budget: KShs. 3,000   |   Bids: 22   |   Client: Prof. Michael Sandel

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:
We are looking for support entering sales opportunities into our CRM to ensure timely pipeline tracking.

Scope of Work:

  • Enter new opportunities based on provided forms.

  • Apply consistent categorization for deal stage.

  • Match opportunities with the assigned sales rep.

Requirements:

  • Experience in data entry.

  • Ability to follow structured templates.

Deadline: 19th August 2025

Deliverable Format: Excel (.xlsx) report exported from CRM.

Required Data Fields: Opportunity ID, Customer Name, Deal Stage, Value, Sales Rep, Expected Close Date.

Material Source: Data source will be shared via email upon hire.

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