Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.
Forbes contributors publish independent expert analyses and insights. Rachel Wells is a writer who covers leadership, AI, and upskilling. As an aspiring leader, it's important to understand how ...
Why? well, because it falls over helplessly when anyone attempts to use it as a database. It's really not queryable. Because it's impossible to audit. Same formula in all 3700 rows of a column?
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