Microsoft Excel + PreciseFP
Update your Microsoft Excel spreadsheet by adding rows for new PreciseFP form engagements
Seamlessly transfer your new client data from PreciseFP to Microsoft Excel with this streamlined workflow. Whenever a new form engagement is completed in PreciseFP, this system will immediately add a new row with the relevant information to your specified Excel sheet. Improve your data management process and ensure no important client detail is missed.
Seamlessly transfer your new client data from PreciseFP to Microsoft Excel with this streamlined workflow. Whenever a new form engagement is completed in PreciseFP, this system will immediately add a new row with the relevant information to your specified Excel sheet. Improve your data management process and ensure no important client detail is missed.
- When this happens...New Form Engagement Completed
Triggers when a client or prospect completes an form engagement.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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