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today were going to walk through how you can use google sheets as your customer relationship management software or crm well start out by looking at the dashboard see everything youre going to get at the end when youve set this all up this dashboard gives you a really simple overview of your customers and active projects you can see how much youve booked and build and the number of projects you have for this month your target goals for this month and how you what your earnings compare to that your bookings and buildings broken up by month and by type of project as well as by type of project and month and the sources from which you close all these projects so you have all this nifty information in one centralized place when youre finished setting up your crm in google sheets so lets jump right into it you want to start by defining your sales stages and weve already gone through and done that for you here in the legend but you also have your client ratings which is defining how g
