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  2. Free Client & Customer List Templates - Smartsheet

    Feb 1, 2021 · Download free client list templates in Microsoft Excel and Microsoft Word, Google Sheets, Google Docs, and PDF formats.

  3. Free Client Management & Tracking Templates | Smartsheet

    Sep 14, 2020 · On this page, you'll find many helpful client management and tracking templates, including a CRM template, client intake templates, client profile templates, client log templates, client info sheets, and onboarding checklists and templates.

  4. Free Small Business CRM Templates in Excel | Smartsheet

    Dec 12, 2021 · Download Simple Customer List Template — Microsoft Excel Create a simple customer list database that serves as a reference and tracking sheet. This comprehensive template comes prefilled with sample headings on each column, such as customer identification number, company name, contact name and title, phone numbers, and billing address.

  5. How to Create a Customer Database in Excel | Smartsheet

    Jul 13, 2022 · Creating a customer database in Microsoft Excel is fairly straightforward when you use a template. Gather the data you want to include, and then download a customer database template. We’ll walk you through the steps to complete it below.

  6. Free Contact List Templates - Smartsheet

    Jun 25, 2018 · ‌ Download Customer Contact List Template - Excel. Use this template to keep track of customer information, which can include the best method for contacting them, notes about recent interactions, customer ID numbers, and scheduled appointment times with clients.

  7. The Best To Do List Templates in Excel - Smartsheet

    Jan 22, 2016 · In this article, you’ll find nine to do list templates in Excel. We’ll walk you through the steps to creating your own to do list with checkboxes in Excel and the most common uses for a to do list template.

  8. 32 Free Excel Spreadsheet Templates - Smartsheet

    May 22, 2020 · Download free, customizable Excel spreadsheet templates for budget planning, project management, invoicing, and other personal and business tasks.

  9. Free Client Information Forms & Templates - Smartsheet

    Jul 8, 2020 · Included on this page, you'll find many helpful client information forms and templates, including a simple client information form template, and a client registration form, and learn the elements of a client information form.

  10. Free Legal Case Management Templates | Smartsheet

    Nov 23, 2022 · Download a Legal Case Management Template for Excel | Google Sheets. Use this template to manage, centralize, and streamline legal case phases and detail all the associated tasks.

  11. Free Client Profile Templates - Smartsheet

    Aug 3, 2020 · Included on this page, you'll find many helpful client profile templates, including a simple client profile template, a client persona worksheet, a confidential client profile template, and tips for creating a client profile.

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