Client Management Data Entry & Organization
Budget: $8 – $15 AUD
I'm seeking a skilled freelancer to help me organize a number of files into a clear, semi CRM database format using Excel.
Key aspects of the project include:
- Organizing data primarily for client management
- Structuring the data predominantly by client name
- Possibly incorporating additional organization methods, as discussed with the freelancer
Please note, while I currently haven't specified what types of information to include in the spreadsheet, I will want to incorporate contact details and key notes, as well as having the ability to add notes and key information. Interaction history may also possibly be included.
Ideal skills and experience for the job:
- Proficiency in Excel
- Experience with data entry and organization
- Previous work with CRM databases is a plus
- Ability to understand and implement a clear data structure
- Good communication skills to map out details as needed
Key aspects of the project include:
- Organizing data primarily for client management
- Structuring the data predominantly by client name
- Possibly incorporating additional organization methods, as discussed with the freelancer
Please note, while I currently haven't specified what types of information to include in the spreadsheet, I will want to incorporate contact details and key notes, as well as having the ability to add notes and key information. Interaction history may also possibly be included.
Ideal skills and experience for the job:
- Proficiency in Excel
- Experience with data entry and organization
- Previous work with CRM databases is a plus
- Ability to understand and implement a clear data structure
- Good communication skills to map out details as needed