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7 tips for using Excel as a simple CRM for small businesses
Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small ...
Implementing a drop-down list in Excel is a quick and efficient way to choose predefined data. In the process, you’re able to save time compared to manually entering such data into a given spreadsheet ...
You can easily create a drop-down list in Excel to limit the values that can be entered in a column. Here's how to set one up ...
Excel used to be the poor schmuck’s database, with spreadsheets that just sort of sat there. You could create something more sophisticated with LOOKUP functions, but they were a huge hassle to set up.
Learn how to create an effective CRM strategy in 8 easy steps to boost customer relationships, streamline processes, and drive growth. Customer relationship management is vital for any business ...
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