Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small ...

One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager (CRM) program. This type of software, available ...

Have you ever been overwhelmed by messy spreadsheets or struggled to collect data in an organized way? Imagine a scenario where instead of juggling multiple tabs and rows, you could guide users ...