Client Tracker Spreadsheet Google Sheets & Excel | Small Business Contact Manager, Customer Database, Project Tracker

Description

This Client Tracker spreadsheet for Google Sheets and Microsoft Excel is perfect for small business owners who want an easy and convenient way to manage their customer list.

The links are done for you which makes our client tracker template simple and easy to use even for people with no technical background. Enter your transactions and see the spreadsheet update automatically.

Contact us right away if you have any questions 🙂

Access your spreadsheet online anywhere via your Google account (free to set up). Includes 3 different currencies and comes complete with an easy to follow set of instructions.

After you purchase:
– For Google, you will need a Free Google account
– For Excel, you will need either Office 2021 or later or a Microsoft Excel 365 subscription
– Use the links provided in the PDF file by clicking on your preferred currency

》TABS
1. Setup
2. Client Tracker

》FEATURES
– Setup tab
– Customizable Status, Priority, Service Offered and Source
– Unlimited customer spaces
– Space to enter pertinent customer information
– Notes / To-Do with checkboxes
– Status Chart
– Priority Chart
– Lead Source Chart
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》NOTES

– For Google Sheets, you will need Google Sheets and a basic understanding of how to use it.
– For Excel, you will need either Office 2021 or later or a Microsoft Excel 365 subscription and a basic understanding of how to use it.
– The spreadsheet looks and works better on a desktop/computer.
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》IMPORTANT

All designs are ©MyProductiveLifeCo. This item is for personal use and cannot be resold, redistributed, or used for any commercial purposes.
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》THIS IS A DIGITAL PRODUCT / INSTANT DOWNLOAD

Digital means its ready to download straight away after buying! No waiting, and no shipping fees. Purchase once and its yours forever!

*No physical product will be shipped*
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