Hi Holly! I'd be happy to help you set up a client database template in Excel for your real estate business. Here are the steps to get started:
- Open a new Excel spreadsheet and create a table with the following column headings: First Name, Last Name, Email, Phone Number, Address, City, State, Zip Code, and Notes.
- Enter your clients' information into the table. You can add new rows as needed for each client.
- To make it easier to sort and filter your data, consider adding drop-down lists for certain columns. For example, you could create a drop-down list for the State column so that you can easily select the correct state abbreviation for each client.
- You can also use conditional formatting to highlight certain cells based on specific criteria. For example, you could highlight any clients who have not yet been contacted in red, or any clients who have expressed interest in a particular type of property in green.
- Finally, consider adding some charts or graphs to help you visualize your data. For example, you could create a pie chart to show the breakdown of your clients by location, or a bar chart to show the number of clients you've worked with each month.
I hope this helps you get started with your client database in Excel!