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

Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small business owners. While there is no shortage of robust CRM (customer relationship ...

Ever feel like you’re wasting precious time setting up the same Excel workbook formats repeatedly? By creating and using templates in Excel, you can eliminate those repetitive formatting tasks and ...