The CRM Consultant
Free advice to help you get the most from your CRM system and to grow your business.
My Top 3 CRMs – Updated November 2024
Best For Sales
Pipedrive
Best For Start-ups
Close
Best For Small Business
Capsule
Read My ‘Best 10 CRMs’ Post >>>
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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…
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How To Use Data Validation and Criteria in Excel
Do you want to know how to create dropdowns in Excel cells for users to select their input? Or forgotten how to do it? Then read on and I…
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Text To Columns
The Text To Columns functionality in Excel is useful if you want to split a cell by a character within a cell. For example, in the data below we…
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Install the Analysis ToolPak
The Analysis ToolPak is an Excel add-in that provides that provides data analysis tools to make developing complex models easier. The functionality is aimed at financial, statistical and engineering data practitioners. Users provide…
