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Some columns to consider adding to your spreadsheet include: Client name. Phone number. Email address. Address information. Client's company name. Account manager. Lead source. Client-related notes.

Step 1: Open Excel and create a new workbook. Step 2: Name the columns in the spreadsheet, for example: Full Name, Address, Phone Number, Email, Date of Birth, Customer Code, Notes... depending on your needs. Step 3: Enter customer information into each cell in the spreadsheet.

The first tip to track projects in Excel is to monitor the status of each step. You can do this using the drop-down menu. Here's how to do it: Highlight the cells, go to Data Validation > List. In the Source field, type in the options for the drop-down menu (Not started, In progress, Done), then select OK.

How to create a prospect tracking spreadsheet in Excel Include columns for basic information. ... Add a "Contacted?" column. ... Create a "Date of Contact" column. ... Add a "Results" column. ... Create a "Notes" column. ... Apply filters.

Add a watermark to a sheet in Excel for Mac On the Insert tab, click the WordArt button, and then choose this option: In the text box, enter "Confidential" or any of your own text in place of Your Text Here. Rotate and move the watermark as you see fit.

Change to ?Page Layout? View Open a new empty Excel sheet. In the bottom right hand corner of the sheet, select the 'Page Layout' view. Your Excel sheet should now look like separate pages of paper rather than one large grid.

Follow these five steps to create and use a trackable to-do list in Excel: Open Excel and create column headers based on your requirements. ... Fill in the details for each task. ... Add a filter. ... Use the filter to sort and prioritize your tasks. ... Continue using your task tracker. ... Project task list template.

In the Review tab, select Show Changes. Changes are shown in the pane with the most recent changes on top, in the order the changes were made. You can see who made edits, exactly where in the workbook, when, and what they changed. You can also see Changes made at once by clicking on See changes in a bulk card.