In Progress

CRM Project - 02/05/2018 13:30 EDT

The project will be done in steps. To give an overview, we need our contact list of clients cleaned up, duplicates removed, and then the proper information (i.e., address, company, etc.) filled in for each client. There are roughly 4,000 contacts. Below are each of the steps in detail. We are hoping to have the job completed within a month.

Step 1- Polishing 3 Main Lists (SS Main, JH Main, DKK Main)– (i) first name, last name, emails, and (ii) duplicates list. Send to me, and I will let you know which contacts in the Duplicate chart goes to which Main list.

Step 2- See attached Nutshell List of each owner- attached – SS Nutshell, JH Nutshell, DKK Nutshell

Add duplicate entries to the designated (SS, JH or DKK) Main Lists

Create excel list ofcontacts from Nutshell List that are not in the respective Main List.

Example- Create excel of SS contacts in the SS Nutshell list that are not in the SS Main list (label- SS Missing Nutshell Contacts). Same for DK and JH.

Send three (3) Missing Nutshell Contacts List to us for review and identification of contacts to add to Main lists

We will then let you know which contacts to add to Main Lists as well as identify which tags for each contact

Step 3- Import each updated and polished Main List back into Nutshell (Our CRM system)

Step 4- Research and fill in missing information – addresses, company names, websites, location and other information identified.

Skills: CRM, Data Entry, Data Processing, Excel

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About the Employer:
( 2 reviews ) Los Angeles, United States

Project ID: #16866181

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33 freelancers are bidding on average $1265 for this job


Hey! I have working experience on almost all major CRM system e.g Suit,suger, hubspot,Tiger etc. I can clean all your contacts accurately without duplication data and wrong information I can go through step by step More

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