Review and Audit Email Communication for CRM and Sales Process Compliance

Looking for a virtual assistant to log into an online CRM system on a daily basis and review communication logged between salespeople and clients. Salespeople are given specific instructions on when and how to communicate with clients that must be followed.

Job Steps:
Login to an online ---------- e the search function to locate specific salespeople and specific transactions
Use the find command to search within logged email correspondence for specific words and phrases
Flag transactions that are missing required steps for review by sales managers within the same CRM system