Zoho CRM New Contacts Entry
Budget: £10 – £15 GBP
I need a detail-oriented freelancer to log a backlog of new contact information directly into my Zoho CRM account. All source data will be provided in spreadsheets and email threads; your task is to capture every field we track in Zoho—name, company, role, email, phone, address and any custom tags we use—while double-checking for typos and obvious duplicates before saving.
Access to my Zoho CRM will be granted through a temporary user profile. I’ll start you with a short sample batch so we can confirm field mapping and formatting, then move on to the full file. Accuracy is more important than speed, but once you are comfortable with the workflow I’d like steady daily progress.
Deliverables
• All new contacts entered and saved in Zoho CRM
• Internal “Notes” field updated with the date of entry for traceability
• A brief completion report summarising total records added and any issues spotted (duplicates, missing data, etc.)
I’m available on Slack and Zoom for quick questions and will review your first 50 entries to ensure we are fully aligned before green-lighting the remainder. Let me know your experience with Zoho CRM data entry and your estimated turnaround time for roughly 1,000 contacts.
Access to my Zoho CRM will be granted through a temporary user profile. I’ll start you with a short sample batch so we can confirm field mapping and formatting, then move on to the full file. Accuracy is more important than speed, but once you are comfortable with the workflow I’d like steady daily progress.
Deliverables
• All new contacts entered and saved in Zoho CRM
• Internal “Notes” field updated with the date of entry for traceability
• A brief completion report summarising total records added and any issues spotted (duplicates, missing data, etc.)
I’m available on Slack and Zoom for quick questions and will review your first 50 entries to ensure we are fully aligned before green-lighting the remainder. Let me know your experience with Zoho CRM data entry and your estimated turnaround time for roughly 1,000 contacts.
Related categories:
Data Entry
Excel
CRM
Salesforce.com
Zoho
Email Handling
Data Management
Zoho CRM