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CRM Data Entry Checklist
Customer Information
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
Order Details
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
Customer Interactions
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
