New video out on BetterSheets.co and on YouTube.

​CRM Automations​

Here's why you shouldn't miss it:

For Beginners

Create Dropdown Selectors​
Learn how to create dropdown menus for easy data entry and categorization.

Automated Date Calculations
​Find out how to automatically calculate crucial dates like next follow-up and days in the pipeline with simple formulas.

Identify High-Value Deals
​Quickly highlight and focus on deals that matter the most.

For Intermediate users to learn a new formula

Smart Follow-Up Scheduling
​Avoid weekends and maximize efficiency with automated follow-up dates.
​
​Overdue Follow-Up Alerts
​Instantly see which follow-ups are overdue to never miss a lead again.

Become an Expert Automator

Archive Closed Leads with Apps Script​
Keep your leads list clean by automatically archiving closed deals.

​Watch for free on YouTube​

​

​

​
↳Members of Better Sheets can copy the whole sheet and script to your Google Drive here on BetterSheets.co​

​

-Andrew

Your Google Sheets Wizard at BetterSheets.co

​

Discover 9 more Automations to save you time and make your sheets work for you
​

Kamphey, Google Sheets Wizard 🧙‍♂️ @Kamphey Spend a little time now to save hours later. ⏳ 10 Google Sheet Automations to make your spreadsheets work for you: 7:27 AM • Feb 18, 2025 0 Retweets 1 Likes Read 1 replies

​

​

​

​