Contact List Templates, or Advice
I am making a company contact list that will be changing and not sure which route to take.
Using Excel / Google Sheets as a contact list and mini-CRM
Making a contact list of 1000 people
Videos
Hello all,
Looking for some advice. I am not an Excel novice, but this one is stumping me a little.
I need to create a robust and searchable contact list. Currently, I have this as several individual tables in an Outlook email, that I update as-and-when. I feel as though Excel has a solution, but I’m struggling to visualise it.
The individual tables I have are “departments”. Within the table itself the headings are: Company, Name, Email, Phone, and Notes.
The same people might appear in multiple tables for various reasons, but mostly the tables are unique.
I literally can’t visualise a way to do this that is clean. The best I have right now is stick it all in a single data set, and filter down. But I imagine there has to be a cleaner, and more optimal way to do this. Does anyone have any suggestions? I would be really grateful if so.