Need someone for Simple Data Entry, quick job.

I fell behind entering my leads into my CRM and need someone to go in, enter them into the CRM, and then also set up a "search" campaign for the people they enter.

I do have it little automated, but just too time consuming for me right now with work.

I Run Facebook ads, which get imported into my Liondesk CRM. I Need to take those Leads and enter them into my company CRM (Delta) and then set up the correct property search.

I am running 2 ads right now, one for a house and one for a coop. They can be identified via the "tags".

- The ad for the house uses 74 Aster, Buyers New Hyde Park, Buyers Long Island.

- The ad for the coop uses Coops and Condos (There are not too many)

I need you to identify the the correct search campaign to use by looking at the tags. You also need to see if the lead ever opened up an email, or texted back. If they did not, you will label them as cold. If they opened up the email, or responded to text, they will be labeled warm. If they started a conversation, then they can be labeled hot. (but i can double check the hot/warms after you select them.

Here is a video example of what i need...

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Basic Steps:

Log into LionDesk CRM-> Go to Contacts

Identify the leads that have NOT been entered. This can be done by checking the "hotness level" for leads not entered, the hotness is blank.

Go into the lead, copy paste the contact info (name, phone, email) into my work CRM (Delta). Then use the tags that go correctly with that lead (groups). Click save and view profile.

Then go into the bottom right hand side for saved searches.

Add saved search.

If the lead is for the house, you would go to "saved searches" and use the correct saved search

-If its for the coop, you use....COOPS HOWARD BEACH.

-If its for the House (74 Aster) use....NHP - 74 Aster Ad Response / Herricks

then go to saved search settings, click send results now.

When page reloads, scroll back down to saved searches and uncheck Copy me on this email

Once you have entered in the leads, i need you to also then go back to Lion desk and check the names per the "tags". So all 74 Aster Leads should be checked off so we can perform a bulk action.

Bulk Actions->

Add to Lists -> Add to Buyers Long Island & Buyers New Hyde Park

If the lead is for the coop

Add to lists-> Add to Buyers - Coops

Now we need to also Bulk Action (All Leads can go to same drip campaign)

Add to Drip Campaign -> All buyer campaigns 180 days -> Just emails & All buyer campaigns 180 days (Just Texts)

I will need you going forward as well, so if you learn the process, i will continue to use you.

Skills: Data Entry, Leads, Excel, Telemarketing, Sales

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About the Employer:
( 2 reviews ) middle village, United States

Project ID: #26858863

89 freelancers are bidding on average $8/hour for this job

(428 Reviews)

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