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hi everyone welcome to excel highway your one-stop shop for all your excel needs today i want to share with you a very simple template for a crm system in excel this is mainly going to help people that want to start with something before they go ahead and purchase an expensive system so lets just jump into it there are four sheets in the file lead inputs parameters pivots and dashboard lead inputs is where you need to key in basically your leads lets take a look at the columns you have a location here for the company logo and the second row is frozen so if you drag down you still see the company logo which is always nice first column is of course the date and you have the name of the customer the name of the contact the position of the contact what is their email phone where are they located how did you contact them this is a drop down list and its being pulled from here okay this is called contact the range so you can highly recommend that whenever theres you know drop-down selec