How to Manage Prospects or Leads in Excel
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YouTubeSimple Software Tutorials
How to Manage Prospects or Leads in Excel
In this video, I show you a handy way to manage prospects or leads in Excel, with dropdown lists and filters so you can efficiently work your prospects! Steps: -Add a "Contacted" column to track contacted prospects with an optional yes/no dropdown using data validation -Add a "Date of Contact" column to note date of contact & format for dates ...
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