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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 your worksheet. 1. To change the sheet name, right-click on the sheet name. A Context Menuwill pop up. 2. … See more
- 1. Press + in the toolbar with the sheet names to create a new sheet.
- 2. Put information that includes the service name, the amount of … See more
- 1. Choose cells H5:H8.
- 2. Click on Conditional Formatting from the Style group.
- 3. Click on New Rule.
- 4. A New Formatting Rule dialog box will appear. See more
- 1. Make a new sheet for the tracker.
- 2. Create the column headers in the client tracker worksheet. See more
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