Customer Tracking Excel Template - Search
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  1. Copilot Answer

    How to Keep Track of Clients in Excel (Download Free Template)

    • The contact details include specific information about that client, such as their contact number, email address, company name, related field, and position. 1. Make a new sheet. 2. Put some client details in y… See more

    Step 2 – Create Client Service Details

    Press + in the toolbar with the sheet names to create a new sheet.
    Put information that includes the service name, the amount of money that cost on the particul… See more

    ExcelDemy
    Step 3 – Generate Client Tracker

    Make a new sheet for the tracker.
    Create the column headers in the client tracker worksheet. See more

    ExcelDemy
    Step 4 – Make Client Tracker Dynamic

    Choose cells H5:H8.
    Click on Conditional Formatting from the Style group.
    Click on New Rule.
    A New For… See more

    ExcelDemy
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