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In this week’s training, I will show you how to create your own lead and prospect managing application in Excel.

SEE THE ORIGINAL INVOICE WITH PROFIT TRAINING HERE: https://youtu.be/MrAFCI6J_Rc


𝗗𝗢𝗪𝗡𝗟𝗢𝗔𝗗 𝗧𝗛𝗜𝗦 𝗪𝗘𝗘𝗞'𝗦 𝗪𝗢𝗥𝗞𝗕𝗢𝗢𝗞 𝗧𝗘𝗠𝗣𝗟𝗔𝗧𝗘 𝗛𝗘𝗥𝗘:
USING YOUR EMAIL: http://bit.ly/LeadMgr_WkbkDl


GET AN UPDATED TRAINING AND TEMPLATE WITH THE FOLLOWING FEATURES:
• File Path Issue
• Excel Object Issue
• Contact Preview Pop-Up
• Total Projects Formula

FIND THIS UPDATE ON PATREON HERE:
https://www.patreon.com/posts/lead-prospect-64364833


TIMESTAMPS:
0:00 – Introduction
0:40 – Overview
20:40 – Worksheet Change Event
22:10 – Contact List Load
26:06 – Clear Filter
27:13 – Name Ranged Explanation
29:00 – Save and Update Contact
30:35 – Saved Message Contact
30:59 – New Contact
33:20 – Load Contact
33:56 – Worksheet Selection Change Event
35:59 – Load Document Contact
39:59 – Load Communication Contact
42:03 – Communication Save and Update Contact
46:34 – Communication Delete Contact
48:36 – Delete Contact
52:38 – Add Document Contact
59:55 – Preview Document Contact
1:05:04 – Open Document Contact
1:06:00 – Delete Document Contact
1:07:41 – Document Selection Change Worksheet
1:11:17 – Save and Update Project
1:15:01 – Refresh Kanban
1:33:55 – Go to Contact Kanban
1:36:15 – Create Dashboard


#LeadAndProspectManager #ProspectManagement #CustomerRelationshipManagement #LeadTracking