Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.
In today’s data-driven world of business, workflows get bogged down with information buried in static files that can’t be ...
According to the recent market intelligence, SMBs expanded 60% faster globally in 2025 than in previous years, with a 92% ...
Workbooks is pushing its CRM deeper into the AI era, positioning automation as a way to remove friction from everyday selling ...
How to answer the Calais Ave payphone at Xero to get the KnoWay missions started ...