The CRM Consultant
Free advice to help you get the most from your CRM system and to grow your business.
My #1 Recommended CRM System
Pipedrive is a sales-focused CRM that uses AI to automate repetitive tasks and manage leads and sales.
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How To Hide The Row Index Column In CRM Analytics
So you’ve created a fabulous Values Table in CRM Analytics within a Lens or Widget, but you can’t get rid of the annoying index column (Row Index Column) on…
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Adding A Utility Bar To Lightning Pages
The Utility Bar is a very simple tool that can be added to the bottom of Salesforce Lightning pages to highlight useful tools and links. And it only takes…
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What Is The Salesforce Waffle?
Towards the top-left corner of every Salesforce page, you’ll see this icon: What do you call this thing? This icon is actually called the App Launcher, see below. Click…
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This Is PROPER() Good In Excel
In this blog post, we’ll take a look at the PROPER function in Excel, which is guaranteed to save you time and effort when handling text data. The PROPER…
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Use EDATE() To Add (Or Remove) Months To A Date
I only recently found out about the EDATE() function in Excel and I love it. I wish I’d known about it long before now. It’s nice and simple to…
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How to use Flash Fill
What did we do before Excel offered Flash Fill? I can’t quite recall but I do remember it involved lots of Find, Left, Right and other formulas. Don’t know…
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Conditional Formatting
One of the simplest and most effective functions of Excel is Conditional Formatting. Data can become much more easily understood in a few clicks. What is conditional formatting? It’s…
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SEARCH or FIND in Excel?
The =SEARCH and =FIND functionality in Excel may sound very similar, and they are. I use =SEARCH when I’m trying to find text regardless of case i.e. upper case…
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How to calculate Age from D.O.B in Excel
There are a number of ways to use formulae to calculate a person’s Age from their Date of Birth (D.O.B.) in Excel but I just want to share my…
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How to use Stock Data Types
If you are looking to analyse stocks and shares in Excel then take a look at the Stock Data Type available in Excel 365. I wish this had existed…
