Project Overview:
We need support entering and formatting weekly CRM activity reports.
Scope of Work:
Input report details into CRM.
Ensure numbers and dates are aligned.
Prepare export for management review.
Requirements:
Proficient in Excel and CRM reporting tools.
Strong attention to detail.
Deadline: 19th August 2025
Deliverable Format: Weekly Excel (.xlsx) report.
Required Data Fields: Report Date, Customer Name, Account Rep, Status, Activity Notes, Next Action.
Material Source: Data source will be shared via email upon hire.