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In this incredible training, I will show you how you can build your own incredible CRM (Customer Relationship Management) application. Right in Excel, Complete with Customers, Contacts, Appointments and Interactions, Email Automation, Scheduling & a Custom Ribbon Toolbar.

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Timestamps:
0:00 - Introduction
0:39 – Overview
16:56 – Selection Change Event
20:14 – Set Calendar Color
21:22 – Page Layout
31:30 – Change Event Worksheet
31:55 – Refresh Customer List
36:28 – Clear Filter Customer
37:29 – Add New Customer
38:43 – Load Customer
48:35 – Load Contacts Customer
50:57 – Load Appointments Customer
54:46 – Load Emails
56:42 – Save and Update Customer
1:01:39 – Sort Customer Names
1:05:04 – Saved Message Customer
1:05:17 – Delete Customer
1:13:58 – Select Calendar Appointment
1:14:15 – Selection Change Event
1:15:25 – Load Appointment
1:20:23 – Add New Appointment
1:22:27 – Save and Update Appointment
1:24:58 – Delete Appointment
1:25:56 – Custom Ribbon Toolbar
1:36:43 – Refresh Calendar
1:47:09 – Select Appointment Calendar
1:48:34 – Print Calendar

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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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Randy Austin

#excelvba #CRMSoftware #FreeCRM #CustomerRelationshipManagement #ExcelCRM #CRMExcel #excelapplicationdevelopment