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This customer relationship management dashboard template includes ,spreadsheets for tracking leads and opportunities, as well as a dashboard for providing a quick visual overview of vital customer data.
On the leads spreadsheet, you will find helpful dropdown menus with sample lead sources and status options.

Adopting a customer relationship management software, CRM, is a great way to manage interactions with your customers.
With a CRM, you can record and log all emails and other forms of communication, as well as set up reminders to follow up with specific clients on various issues.