Build a automated CRM for Lead Management with Google Sheets

Offered By
Coursera Project Network
In this Free Guided Project, you will:

Access Google spreadsheets and identify some important basics. 

Build your lead tracker using data validation and format it using conditional formatting.

Execute calculations as well as apply formulas to set your CRM dashboard.

Showcase this hands-on experience in an interview

Clock1 Hour
BeginnerBeginner-friendly
CloudNo download needed
VideoSplit-screen video
Comment DotsEnglish
LaptopDesktop only

By the end of this project, you will create a fully automated CRM to track all your leads using Google sheets. In this project, You will be able to keep track of all the leads that come into your company. You will be able to identify the status and the source of each lead and who is the agent responsible for each lead. You will be able to save time each month pulling reports which means you get to focus on actionable insights. Moreover, you will be able to acquire the basics of using Google sheets to build your CRM, you will be able to connect Google sheets, apply formatting, data validation and formulas. This CRM will help you and your company advance in the number of sales and will help you achieve all your targets as well as increase the efficiency of your sales agents Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.

Requirements

No technical prerequisites. This course is for beginners. Learner needs to have a google account.

Skills you will develop

Lead ManagementCRMGoogle SheetsManagementSales

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Execute calculations as well as apply formulas to set your CRM dashboard.

  2. Format your lead tracker using conditional formatting.

  3. Build your lead tracker using data validation.

  4. Access Google spreadsheets and identify some important basics. 

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

Frequently asked questions

Frequently Asked Questions

More questions? Visit the Learner Help Center.