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CRM Entry Specialist – Maintaining Sales Pipeline Data

Posted 1 month ago   |   CRM Data Entry   |   Budget: KShs. 2,500   |   Bids: 17   |   Client: Nancy Koehn

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

  • Time Management

Project Description

Project Overview:
We need a freelancer to keep our sales pipeline updated in the CRM system.

Scope of Work:

  • Enter opportunities by sales stage

  • Update deal size, probability, and expected close date

  • Remove outdated or closed deals

Requirements:

  • Familiarity with sales CRM workflows

  • Comfortable working with pipeline data

  • Detail-oriented

Deadline: 20th August 2025
Material Source: Sales pipeline documents shared via email upon hire
Deliverable Format: Excel file aligned to CRM pipeline fields
Required Data Fields: Opportunity ID, Client Name, Stage, Deal Size, Probability %, Expected Close Date, Status

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