You can create a CRM Google Sheet template in 5 steps. To get started, choose between creating one manually or using a pre-made template.
If you decide to create your own CRM template, the first step is to create a new Google Sheet.
Once done, you need to add the essential headers to capture the client’s information. We recommend adding the following fields:
Name The primary
contact you are in contact with at the client’s company.
Email: The email information of your primary contact.
Company Name: Name of the company your lead belongs to.
Phone: Contact number of the primary contact.
Website: Website address of telegram data the lead’s company.
Lead or Opportunity Status: The stage your lead is at in your sales process. These stages include, but are not limited to, lead qualification, product demo, negotiation, proposal submission, and deal completion.
Date: Date and month you first contacted the prospect or entered them into your system.
Notes: Any additional points you need to remember. Ensures scalability issues you and your team have access to the latest information about the prospects in your pipeline.
With this feature, you can make informed decisions and cultivate stronger customer relationships, resulting in a more successful sales process.
You can then add information manually or automatically import data from other sources, such as your Gmail contacts.
You can create reports
and charts to make your information more visually appealing.
There’s more you can do to keep your data organized. Create multiple tabs within Google Sheets for Sales Opportunities, Reporting Dashboard, and Customer Relationships to separate your information.
Highlight the cells containing the data you want to use in the khb directory chart.
Click the “Insert” tab from the top menu.
Select “Chart” from the drop-down menu.
A new window will appear where you can select the chart type you want to use.
Once you’ve selected the chart type, you can customize it by adding titles and labels and adjusting the colors and formatting.
Click “Insert” to add the chart to your document.
Add a chart in Google Sheets
The chart will be linked to the data in the Google Sheets document. As you edit the data, the chart will automatically update to reflect the changes.
