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CRM Records Clerk – Updating Subscription and Membership Status

Posted 1 month ago   |   CRM Data Entry   |   Budget: KShs. 2,000   |   Bids: 19   |   Client: Evelyn Hammonds

Project Overview

  • Published On: 18th Aug, 2025
  • Project Type: Data-Entry
  • Project Category: CRM Data Entry
  • Project Due: 20th August, 2025

Required Skills

  • Spreadsheet formulas and functions

  • Microsoft Excel and Word

  • Accurate copy-paste and data entry skills

Project Description

Project Overview:
We require help updating customer subscription and membership records within our CRM.

Scope of Work:

  • Update active/inactive subscription status.

  • Record renewal dates.

  • Flag expired memberships for follow-up.

Requirements:

  • Accurate record-keeping.

  • Experience in subscription data entry a plus.

Deadline: 20th August 2025

Deliverable Format: Updated CRM file in Excel (.xlsx).

Required Data Fields: Customer Name, Subscription ID, Status, Renewal Date, Membership Level, Assigned Rep.

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

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