Lead Scoring & CRM Entry
Budget: $15 – $25 USD
I need a sharp virtual assistant to take every incoming sales lead, dig up the essentials, and log the results straight into my CRM. The job is simple to grasp yet detail-heavy: for each lead you’ll collect accurate contact information and a concise company background, then assign the lead score using the scoring rubric I provide. Once that’s done, you’ll enter everything into the CRM so the sales team can act immediately.
Here’s what success looks like:
• Every new lead has complete, verified contact details.
• Company background is summarized clearly in the notes field.
• Lead score is applied according to my guidelines and stored in the assigned CRM field.
There is no outbound calling or selling required.
If you are comfortable with online research tools, LinkedIn, and fast data entry, this will be a smooth, ongoing task.
Here’s what success looks like:
• Every new lead has complete, verified contact details.
• Company background is summarized clearly in the notes field.
• Lead score is applied according to my guidelines and stored in the assigned CRM field.
There is no outbound calling or selling required.
If you are comfortable with online research tools, LinkedIn, and fast data entry, this will be a smooth, ongoing task.
Related categories:
Data Entry
Excel
Sales
Virtual Assistant
CRM
Web Search
Sales Management
Data Analysis
Lead Generation
Data Management