How To Create A Contact Manager In Excel With Kanban Board For Leads & Prospects [FREE DOWNLOAD]

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

⬇𝗗𝗢𝗪𝗡𝗟𝗢𝗔𝗗 𝗧𝗛𝗜𝗦 𝗪𝗘𝗘𝗞'𝗦 𝗪𝗢𝗥𝗞𝗕𝗢𝗢𝗞 𝗧𝗘𝗠𝗣𝗟𝗔𝗧𝗘 𝗛𝗘𝗥𝗘:

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:

EXCEL COURSES:

EXCEL PRODUCTS:


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

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About Us:
I help Microsoft Excel enthusiasts turn their passion into profits so they can earn passive income using their skills without having to trade time for money.
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Thank you very much for your continued support,
Randy Austin

#LeadAndProspectManager #ProspectManagement #CustomerRelationshipManagement #LeadTracking

[slminc]

I used this one for lease contract management- it forms part of the tool I created. Easiest tutorial you have here!

[RussCrowley]

Another excellent video, Randy. Many thanks.

[javedakhtar]

Everytime you bring unexpect project which is really incredible. You are a such great mentor.

[pedrocerqueira]

You are the BEST Thing in the world I LOVE your work.

[nassimab.g.]

Waw merci beaucoup
Enfin une transcription en français
Vos vidéos sont trés intéressants
Maintenant je vais pratiquer le vba
Merci et bonne continuuté
C'est trés entousiaste et motivant

[patrickdeault]

I watched several of your videos a few years ago and really appreciated the creativity and ideas that greatly improved my applications, but one thing I always wondered was why you don't use named ranged for your data storage/mappings instead of hardcoding to to cell coordinates and doing address style mapping. I have made several applications and there hasn't been a time where using named ranges didn't pay off because they allows the UI to be fully dynamic. If I ever wanted to add columns or rows or move things around later on there was never any code to change to do so. It's relatively little overhead fur such huge benefit down the road because you'll inevitably think of something you want to add or change. Maybe you do this now, so my questions may be obsolete, but if not, why not?

[mali]

It is true, you always brings a new dimension of excel that is a big motivational for all us. learns a tons. I requested once do a log on limitation of excel and bugs. i daily face lot of problems when working in excel if i operates 6+ files then it sudden become crush. thanks

[alshahidjumah]

Really incredible...I can only say.. thank you very much

[CarolineCA]

Thank you very much! Could you do about Quality Control?

[ravigohil]

Thank you for this type of great videos that your are puting.. I have 1 request for you please make an one video on diagnosis business..
I means in that business we have to manage inventory like how many injection, tablets and other things are used by different doctor and how much actual stocks are there.

2. We have to give details analysis of each doctor by months end regarding how much money they made and out of how much expenses are done and how much they earn after all.

3.overall position of diagnosis center after month end is it in profitable or in loss or how much margin is there.

I know this lot but I didn't find you any kind of videos regarding this business and I hope this will also excited you to this also

[DJGASAP]

Hey Randy, would this work for a consultation company?

[daryllfisher]

Thanks Randy for putting this video together, its a great resource for Sales Teams. I have a question... I wanted to add more data fields on the Contacts page which ultimately give me more columns in the ContactsDB spreadsheet but I find that as soon as the results for the "Contact Name" search extend past rows AA, the results no longer pull through to the Contacts page. The filter is working without any issues but does not pull through. This is the code I had input: Contacts.Range("C6:D" & LastResultRow + 3).Value = .Range("AA3:AB" & LastResultRow).Value

[SplitSniper]

Thank you for putting this together. I'm trying to follow along with the project but I'm having a bit of trouble understanding what information is user generated vs. what's going to be populated based off of the work we're doing because it feels like we jump around a lot. In future videos can we specify what we should start off with and what we'll be extracting based off of what we have?

[jhalkochannels]

Very nice if possible so create next video for milk collection with fat, fat rate and snf, snf rate etc.

[luluchavez]

Could you create a video on how to make a order tracker spreadsheet for small custom tshirt business.

[manuelugaldeultreras]

why went you delete a contact from the contact sheet after clicking the delete contact button, the row on the on the contact sheet is erased instead of the row on the contactdb which is what the delete contact row is supposed to do? Not only that, if you select a contact form the contact colums on c column, the row where that contact is located is deleted and deletes the format as well and causes an error to be displayed?

[menuiproinfo]

Bonjour,
J'aimerais télécharger cette application mais en français est-il possible d'avoir cette application ?

[everythingandnothing]

Where can I hire someone to take this wonderful workbook, and tweak it just a little bit for use in our business, and hopefully it will be able to use downloads from Google sheets, to populate it? It is kind of an urgent situation, because our present system just crashed, and we need to implement this for the long term now. Any information would be so appreciate it from anyone here!

[PmxQhse]

hi Randy, Just to say that i'am using office 365 and in some free Weeks worksbooks sents to me, microsoft block macros because they are not provided by trusted font. what can i do to solve this situation

[andrewinarda]

how can i download the file sir please .. @Excel For Freelancers