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THIS IS A PREVIEW ONLY: Copying has been disabled & sharing is strictly disallowed. Purchase the editable Google Sheets CRM template here →
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README
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How-to use this template:
FIRST, create your own copy using File > Make a copy.
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One-time configuration:
For daily use:
Every quarter (3 months), you'll want to copy the Dashboard
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0. Click "Tools > Script Editor"
1. Add new leads to "Prospects" tab
1. Duplicate the Dashboard sheet
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1. Set Sheet ID
2. Switch Status column to "Close" and click Refresh Data > Update New
for new/closed deals (they will be copied to Customers tab)
2. Rename "Copy Dashboard" to "QX, 20XX"
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Copy the value that comes after "spreadsheets/d/" in your Google Sheets URL into line 1.
3. Find and replace: check "in formulas", then replace the final date (ie. 2023-07-01 → 2023-10-01
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4. Find and replace: check "in formulas", then replace the start date (ie. 2023-04-01 → 2023-07-01
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2. (Optional) - Choose Gmail labels to auto-tag
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Add your label names & the corresponding status (Legend, Col A) as new "updateStatus(...)" lines
to the function emailStatus() on line 15. (see the comments & examples)
Every year, you'll want to make a new Year dashboard:
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1. Duplicate the previous year's sheet
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3. (Optional) - Track hours with Toggl
3. Find and replace: check "in formulas", then replace the start date (ie. 2023-01-01 → 2024-01-01
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Copy your API key from the bottom of the Profile page in Toggl.
4. Find and replace: check "in formulas", then replace the end date (ie. 2023-12-31 → 2024-12-31
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Copy your workspace ID from the Projects page (it's the number that comes after
"projects" in the URL ie. "12345678" from "track.toggl.com/projects/12345678/list")
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Use the GETTOGGL() function as seen in Customers!Q8:R9