From Spreadsheets to Sales : Create a Working CRM Inside Excel

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.
JournalofAccountancy

Create a dynamic to-do list with Excel’s checkboxes

Q. I currently keep a static to-do list, and I would like to update it to be more dynamic. Do you have any advice? A. Microsoft Excel is best known for crunching numbers, but it’s also a powerful tool ...