Workflow Templates: CRM Data Entry Checklist

Collect full name and validate spelling

Obtain complete mailing address, including postal code

Gather email address and confirm its format

Record phone number with country code

Check for duplicate customer records

Enter order number and validate its uniqueness

Specify product(s) ordered and quantities

Note the order date and expected delivery date

Include payment method and transaction ID

Attach any special instructions or notes

Log the date and time of interaction

Record the type of interaction (e.g., phone, email, chat)

Detail the reason for contact and resolution provided

Tag the interaction with appropriate categories

Assign the interaction to the responsible team member

CRM Data Entry Checklist