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Old 11-19-2013, 10:51 AM   #1
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Excel Spreadsheet Excel Spreadsheet
Does anyone use a specific template on Excel to track clients/prospects?

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Old 11-19-2013, 10:57 AM   #2
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sshafran on Excel Spreadsheet - Insurance Forum
 
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Excel Spreadsheet Re: Excel Spreadsheet
Originally Posted by GeorgeSolomon View Post
Does anyone use a specific template on Excel to track clients/prospects?
I used to. Not anymore.

My advice, use a real CRM (I like Zoho - others may chime in - or search CRM in the search bar and see the discussions).
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Old 11-19-2013, 01:30 PM   #3
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BNTRS on Excel Spreadsheet - Insurance Forum
 
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Excel Spreadsheet Re: Excel Spreadsheet
Excel is for number crunching not for data-basing.

You could use Access--if you wanted to make your life miserable. Find a CRM you like.
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Old 11-19-2013, 02:55 PM   #4
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Excel Spreadsheet
Which are some of the more common/popular CRM programs?
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