CRM Data Entry & Accuracy Checklist
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Contact Information
Ensuring accurate and complete contact details for all leads, clients, and vendors.
First Name
Last Name
Email Address
Phone Number
Contact Type
Number of Occupants (if applicable)
Notes / Additional Information
Property Details
Verification of property information, including address, features, and listing status.
Property Address
Bedrooms
Bathrooms
Square Footage
Property Type
Property Features
Listing Date
Listing Status
Property Description
Property Photos
Interaction History
Detailed record of all communications and interactions with contacts.
Interaction Date
Interaction Time
Interaction Type
Interaction Notes/Summary
Topics Discussed (Select all that apply)
Duration (in minutes)
Supporting Documents (e.g., email attachments)
Lead Source & Status
Tracking the origin of leads and their progression through the sales pipeline.
Lead Source Category
Specific Lead Source (e.g., Google Ads Campaign Name)
Initial Lead Status
Lead Score (if applicable)
Date Lead Received
Lead Follow-up Priorities
Notes on Lead Interaction (Initial)
Financial Information
Accurate recording of financial details related to transactions.
List Price
Purchase Price
Earnest Money Deposit
Closing Costs (Estimated)
Down Payment Amount
Date of Contract Signing
Estimated Closing Date
Financing Details (Loan Type, Lender)
Document Management
Ensuring documents are properly associated with the correct contacts/properties.
Property Disclosure Documents
Executed Contracts
Title Reports/Commitments
Document Type
Document Notes/Summary
Document Received Date
Document Status
Data Formatting & Consistency
Standardizing data entry formats to maintain data integrity.
Property Type
Bedrooms
Bathrooms
Square Footage
Listing Status
Listing Date
Lead Source
Compliance & Regulations
Adherence to legal and ethical requirements regarding data handling.
Confirmation of GDPR Compliance Review?
State-Specific Data Disclosure Forms?
Last Privacy Policy Update Date
Notes Regarding Compliance Concerns/Changes
Is Data Encryption Used?
Supporting Documentation (Privacy Policy, Consent Forms)
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