a spreadsheet built to track communication with my clients, how many times I have contacted them, specific dates of contact, follow up items, be able to attach documents directly to Google sheet or excel sheet
Budget: $250 – $750 USD
Project Title: Communication Tracking Spreadsheet for Individual Use
Skills and Experience Needed:
- Proficiency in Google Sheets and/or Microsoft Excel
- Experience in creating and customizing spreadsheets for tracking communication
- Familiarity with attaching documents directly to spreadsheets
- Attention to detail and organization skills
Project Description:
I am in need of a spreadsheet that will help me track my communication with clients. The main purpose of this spreadsheet is to keep a record of how many times I have contacted each client, specific dates of contact, and any follow-up items. Additionally, I would like the ability to attach documents directly to the spreadsheet, either in Google Sheets or Microsoft Excel.
I would like the sheet to be able to have a button that says, "add a new client", and then ideally I would type in their information and it would add them to the comprehensive list of clients.
Platform: Either Google Sheets or Microsoft Excel is fine, based on the freelancer's preference and expertise.
Specific Features: As I am not sure about the specific features I require, I am open to suggestions from the freelancer. The spreadsheet should have a basic structure that can be customized as needed in the future.
Sharing: The spreadsheet is intended for individual use only, without the need for sharing it with multiple people.
Overall, I am looking for a freelancer who has experience in creating and customizing spreadsheets for communication tracking. The ideal candidate should be proficient in Google Sheets and/or Microsoft Excel, have attention to detail
Skills and Experience Needed:
- Proficiency in Google Sheets and/or Microsoft Excel
- Experience in creating and customizing spreadsheets for tracking communication
- Familiarity with attaching documents directly to spreadsheets
- Attention to detail and organization skills
Project Description:
I am in need of a spreadsheet that will help me track my communication with clients. The main purpose of this spreadsheet is to keep a record of how many times I have contacted each client, specific dates of contact, and any follow-up items. Additionally, I would like the ability to attach documents directly to the spreadsheet, either in Google Sheets or Microsoft Excel.
I would like the sheet to be able to have a button that says, "add a new client", and then ideally I would type in their information and it would add them to the comprehensive list of clients.
Platform: Either Google Sheets or Microsoft Excel is fine, based on the freelancer's preference and expertise.
Specific Features: As I am not sure about the specific features I require, I am open to suggestions from the freelancer. The spreadsheet should have a basic structure that can be customized as needed in the future.
Sharing: The spreadsheet is intended for individual use only, without the need for sharing it with multiple people.
Overall, I am looking for a freelancer who has experience in creating and customizing spreadsheets for communication tracking. The ideal candidate should be proficient in Google Sheets and/or Microsoft Excel, have attention to detail