Data Entry and Validation for CRM project
Budget: $250 – $750 SGD
Instructions. For organisation list ready to update our CRM system we need someone to help :
1) Identify duplicate accounts and highlight in red
2) Where organisation name is similar but not the same, create a 'Parent' account in column B to link 'children' accounts to - see lines 21-25 on tab 2 as an example
Populate column D E F and L (complete an internet to find info)
3) For the red organisation names where they are a url or website address please update the real organisation and move their website address to column L
4) using a web search please complete column J with one of these options; Health, Mental Health, Social Services, First Nations
5) complete all missing fields for the organisation by doing a web search - columns D E F
6) if organisation is also listed in tab 3, please type the word Existing Client in column H
Regarded
Anthony
Thanks
1) Identify duplicate accounts and highlight in red
2) Where organisation name is similar but not the same, create a 'Parent' account in column B to link 'children' accounts to - see lines 21-25 on tab 2 as an example
Populate column D E F and L (complete an internet to find info)
3) For the red organisation names where they are a url or website address please update the real organisation and move their website address to column L
4) using a web search please complete column J with one of these options; Health, Mental Health, Social Services, First Nations
5) complete all missing fields for the organisation by doing a web search - columns D E F
6) if organisation is also listed in tab 3, please type the word Existing Client in column H
Regarded
Anthony
Thanks