Emmanuel

Lead Routing

May 2026 - Present • 5 mos

I build lead assignment and routing processes for sales teams that need new opportunities distributed automatically. I analyze the company's lead sources, assignment rules, sales territories, pipeline structure, and priority criteria before configuring the workflow. I have worked with HubSpot, Zoho, GoHighLevel, Salesforce, Make, and Zapier to create routing processes that assign leads, update CRM records, trigger notifications, and identify exceptions. I test the routing logic using different lead scenarios, including qualified leads, priority opportunities, missing information, and different ownership conditions. This helps ensure that new prospects reach the appropriate team or representative without relying on manual assignment.

Data Migration

Jan 2026 - Present • 9 mos

As a freelance CRM specialist, I help businesses move customer and sales data between CRM platforms while maintaining data structure and accuracy. My work includes reviewing source databases, preparing migration plans, mapping fields, cleaning records, importing contacts and companies, and validating the final CRM. I have worked with CRM environments such as HubSpot, Zoho, Salesforce, and GoHighLevel, handling data structures including contacts, companies, leads, deals, custom fields, tags, and pipeline information. I focus on controlled migrations with testing and validation rather than simply importing a spreadsheet and assuming the process is complete. I also document field mappings and identify records that require additional review so clients have a clear understanding of how their information was transferred.

Data Quality

Sep 2025 - Present • 1 yr 1 mo

I support businesses with CRM data organization and cleanup when their databases become difficult to manage. My work involves reviewing records, identifying duplicate information, standardizing important fields, checking missing data, and organizing CRM structures for easier future use. I work across platforms including HubSpot, Zoho, Salesforce, and GoHighLevel and pay particular attention to contacts, companies, leads, deals, tags, custom fields, and pipeline information. Before making major changes, I use defined cleanup rules and appropriate backups to reduce the risk of removing valid records. Afterward, I validate record counts and sample records to confirm that the database remains usable.