Track new referrals, filter entries, format dates, and log into Excel
Track new referrals, filter entries, format dates, and log into Excel
Track new referrals by capturing deal information from Bitrix24 CRM, filtering relevant entries, formatting date data, and logging it into a structured table in Microsoft Excel for clear analysis and improved management.
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Overview
Track new referrals by capturing deal information from Bitrix24 CRM, filtering relevant entries, formatting date data, and logging it into a structured table in Microsoft Excel for clear analysis and improved management.