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Inbox & Contract Monitoring:

  • Monitor incoming sales inbox for new contracts and submissions
  • Review contracts to identify issues or reasons for delays
  • Flag errors, missing information, or inconsistencies

Project Setup & Documentation:

  • Create sales workbooks for each new project (contracts, financing documents)
  • Organize and maintain accurate records for all incoming sales
  • Ensure all documentation is complete and properly structured

CRM & Work Order Management:

  • Create and update work orders within Salesforce CRM
  • Accurately input and track project details
  • Maintain clean and organized CRM records

20four7VA

20four7VA provides virtual assistant services to businesses. We focus on connecting businesses with skilled virtual assistants to help them streamline operations and increase productivity.

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