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.
34 freelancers are bidding on average $1269 for this job
Hello, I have CRM experience,But before you have to make a video for your requirment,You have do 1 entry for example. We will discuss over chat. Regards Shankar
I am saqib murtaza, BS English, Diploma in information technology and 4 years professional experience of Data Entry and Data Processing. Please hire me,,.