Frequently Asked Questions
When you sign up, we’ll link you to a spreadsheet template which you can pull into your account and make your own.
With Spreadsheet CRM, you’ll be able to see the type of titles that are in your Leads, the stages in your Opportunity pipeline and even the total value of all of your deals.
We’ll also help you track your last touch with each lead and opportunity and automatically remind you when you should next follow up with them.
When you put in someone’s name, company and email address, we’ll automatically generate a search link for you which will link you directly to the person’s LinkedIn profile 99% of the time.
Once you install the template, you’ll feel right at home and all the fields that you should be tracking around your Leads and Opportunities will be there for you.
If it’s just you, start with this simple and free solution; close your first million dollars of business, and then upgrade to the fancy stuff.