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Do you want to effectively manage customer relationships in your Google Sheets to improve your business operations? In this tutorial, we'll walk you through the process step by step and help you efficiently track and organize customer information and save time. Say goodbye to manual data entry and hello to automated efficiency! Don't forget to check out our website for free premium templates and more Google Sheets tips. Subscribe now to get valuable insights on maximizing your workplace productivity!
Watch the video now to improve your spreadsheet skills and increase your productivity. Don't forget to subscribe to get more valuable tips about Google Spreadsheet and Workspace!
Transcript:
0:00 Are you tired of complex CRM software that fits into your spreadsheet?
0:05
You can then click Insert into Tables under Customer Relationships.
0:11
To see your customer context, click Insert to insert the data.
0:17
You can see all customer contact information.
0:20
For example, you can enter names, company account types, roles, etc. here.
0:28
Now let's insert another sheet and then I'll click Insert again and then click Tables under Customer Relationships.
0:39
Click on Customer Opportunity.
0:43
Here we have all the options, their name and here the stage of the potential customer, safe lead suggestions can be sent or closed.
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Shortcuts for managing extensive customer data?
Manage customer information across multiple tables?
Add-ons for easy customer management?
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