Phoenix - Your AI AssistantDo a contact and CRM Clean Up
Delivery in
5 days
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What you get with this Offer
Review and tidy up up to 100 contact records. Remove clear duplicates and standardise basic fields.
Deliverables;
Completed Contact and CRM Clean Up tracker tab.
Cleaned data file or CRM update, within the agreed record limit.
Short data rules and next-step notes.
Deliverables;
Completed Contact and CRM Clean Up tracker tab.
Cleaned data file or CRM update, within the agreed record limit.
Short data rules and next-step notes.
What the Freelancer needs to start the work
Export or access to the existing contact list, plus the CRM or spreadsheet being used.
Agreed rules for duplicates, missing data, contacts to archive, and the fields or tags needed.
Confirmation that the client has permission to use the data for the intended purpose