Virtual Assistant for CRM Data Cleanup and Calendar
Skills Required
Description
Data accuracy inside a CRM system can make or break day-to-day operations. This role focuses on cleaning, updating, and organizing customer records so the team has reliable information to work with.
The assistant will review existing records, check for duplicates, and ensure all data is consistent across fields.
Calendar management will also be part of the responsibilities. The assistant should help schedule meetings, send reminders, and avoid double-bookings.
Short tasks such as confirming email addresses, correcting phone numbers, and aligning contact details will be common.
The work may also involve categorizing leads or updating deal stages so sales teams have an accurate view of their pipeline.
Some tasks will require careful attention, such as linking notes and documents to the right client profile. Mistakes here could slow down workflows later.
Email management is included. Sorting, tagging, and flagging important messages will make inboxes more manageable.
The assistant may be asked to prepare simple reports from CRM exports, highlighting progress or spotting inconsistencies.
Key tasks could include:
Removing duplicate records
Updating outdated contact details
Syncing calendar invites with CRM activities
Creating reminders for upcoming client calls
Clear communication with the team will be important, especially when deciding what information should be p...