How to move from Excel sheets to CRM?

24 May 2018
by Sean Anderson | 247 Views | 0

Excel has been handy for years. No doubt.

But will we be able to collaborate effectively using Spreadsheet – a big NO!

With a CRM you could effectively import Leads, track them, add notes for every lead, see it move from Lead to Contact to Opportunity and finally an Account.

You get the best of Reports for detailed view.

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