For more information on using these columns, see below. I'm a fan of conditional formatting, but if you don't like it or want to change the colors, see the article " How to Use Conditional Formatting in Excel" to learn how to clear or edit conditional format rules. The most complex part of the spreadsheet has to do with the conditional formatting used to highlight the dates in the Last Contact and Next Contact columns. This template is a set of crm database tables formatted to allow sorting, filtering, and display of important customer information - a much more functional version of the Contact List Template. The CRM template provides a starting point for people looking for a spreadsheet-based CRM solution. Tracking sales is also an important part of CRM. A critical feature of any CRM system is to track communications with customers, plan follow-up contacts, update the lead status, and after gaining a customer, schedule future communication that will help you keep them as a customer.
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