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are you looking to build a CRM in Excel well if thats the case then youve come to the right place because today Im going to be walking you through exactly what you need to include in your CRM and how to do it now before I delve into this if you are short for time then there is a link in the description below that you can visit to purchase this CRM and it will save you all of the time that we are going to now spend going through this so I just thought I would mention that from the outset but if you do want to build it and you do have a little bit of time then this is exactly what I would suggest that you do now the first thing were going to do is going to rename the first sheet and were going to call this opportunities and the second tab we are going to call dashboard and were going to be building this dashboard out once we have built our CRM tool in this first tab now the thing with a CRM is that you can change the formatting depending on your needs or how you like the the data t
