Daily Adding of Data to Excel Spreadsheet from Outlook and Capsule CRM

  • Posted:
  • Proposals: 28
  • Remote
  • #1202432
  • Awarded
Jonathan L.
Lisa Marie M.Purvi P.Iresha H.Sk N. + 23 others have already sent a proposal.
  • 0


Experience Level: Entry
Estimated project duration: More than 6 months
We need somebody to create a task spreadsheet for our admin team to use on a daily basis.

An Excel spreadsheet with columns and formatting has already been created for your use.

The applicant will need to be familiar with copying and pasting to the excel spreadsheet using the different pasting options. The applicant will also need to be comfortable exporting the contents of an outlook folder to a csv. Then copying and pasting across to the spreadsheet

The task spreadsheet should be created daily and uploaded to dropbox by 6am UK time.

It consists of the names and subjects of all unread emails in our inbox, including new leads. And tasks that are in our CRM system.

Full video training and Skype/Screenshare support is given. The task should take around 5 - 10 minutes each day. (From Monday to Friday)

To prevent automated applications please start your application with: "Hi Ed, I'd like to help you with your spreadsheet because..."

Further work may be available in the future for applicants who are very successful at doing this.

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Clarification Board Ask a Question

  • Laxaman B.

    What price?