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Hello Members,

The training we have for this week that I have shared with you was about the Lead & Prospect Manager. If you have not seen it yet, you can view it right here on YouTube.

Now that the training has been released, I am looking for your feedback to make this even better, just for you, our incredible Patreon Members.

So, what Feature can I add for you? Did you find an issue you want me to fix? Or is there a particular area you would like me to focus on?

Please comment your ideas and feedback to any of these below and I will do my best to not only create an updated workbook but release a private training video next Monday, right here on Patreon.

I am looking forward to hearing from you and thanks so much for your support.

Regards,

Randy

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Learn How To Manage Leads, Prospects & Projects With This Excel Contact Application [FREE DOWNLOAD]

📣LEARN VBA FROM THE GROUND UP► https://bit.ly/VBACourse_Discount 📢JOIN US ON PATREON FOR UNRELEASED TRAININGS + MORE ► https://bit.ly/PatreonDesc 👉JOIN MY MENTORSHIP PROGRAM - EARN PASSIVE INCOME► http://bit.ly/MentorProgram_YTDesc 🔥 GET 200 OF MY BEST TEMPLATES WITH PDF VBA CODEBOOKS HERE► https://bit.ly/MyBestWorkbook 👨‍💼JOIN MY INCREDIBLE DASHBOARD MASTERCLASS HERE► http://bit.ly/Dashboard_YTDesc In this week’s training, I will show you how to create your own lead and prospect managing application in Excel 📣30-HOUR VBA COURSE► https://bit.ly/VBACourse_Discount SEE THE ORIGINAL INVOICE WITH PROFIT TRAINING HERE: https://youtu.be/MrAFCI6J_Rc ⬇DOWNLOAD THIS WEEKS WORKBOOK FREE: 📩 USING YOUR EMAIL: http://bit.ly/LeadMgr_WkbkDl 💬 FACEBOOK MESSENGER: http://bit.ly/LeadMgr_FbDld EXCEL COURSES: ►DASHBOARD MASTERCLASS: http://bit.ly/Dashboard_YTDesc ►MENTORSHIP PROGRAM: http://bit.ly/MentorProgram_YTDesc ►BEGINNERS VBA COURSE: https://bit.ly/FreeVBACourse EXCEL PRODUCTS: ►The Ultimate Excel Resource Guide: http://bit.ly/UERG_YTDesc ►200 Excel Workbooks: https://bit.ly/MyBestWorkbooks ►Convert Excel Into A Secure EXE File: http://bit.ly/SecureExcel ►Automate Your VBA Programming: https://bit.ly/AutoMacroAddIn ►Create Dashboards & Charts in Seconds: https://bit.ly/Pine-Bi ►Find the Best Excel Products & Courses Here: http://bit.ly/ExcelProducts Timestamps: 0:00 – Introduction 0:40 – Overview 20:40 – Worksheet Change Event 22:10 – Contact List Load 26:06 – Clear Filter 27:13 – Name Ranged Explanation 29:00 – Save and Update Contact 30:35 – Saved Message Contact 30:59 – New Contact 33:20 – Load Contact 33:56 – Worksheet Selection Change Event 35:59 – Load Document Contact 39:59 – Load Communication Contact 42:03 – Communication Save and Update Contact 46:34 – Communication Delete Contact 48:36 – Delete Contact 52:38 – Add Document Contact 59:55 – Preview Document Contact 1:05:04 – Open Document Contact 1:06:00 – Delete Document Contact 1:07:41 – Document Selection Change Worksheet 1:11:17 – Save and Update Project 1:15:01 – Refresh Kanban 1:33:55 – Go to Contact Kanban 1:36:15 – Create Dashboard JOIN OUR COMMUNITY: ►Facebook Group: http://bit.ly/groupexcel ►Facebook Fan Page: https://bit.ly/EFF_FanPage Follow me on my Social Media Accounts: 🐦Twitter: https://twitter.com/Excel4Freelance 🌏Website: https://www.ExcelForFreelancers.com 🔗LinkedIn: https://www.linkedin.com/in/excelforfreelancers/ 👤Facebook: https://www.facebook.com/ExcelForFreelancers/ 📸 Instagram: https://www.instagram.com/excelforfreelancers/ 🎥Rumble: https://rumble.com/c/ExcelForFreelancers 👤Locals: https://locals.com/member/ExcelFreelancers ✉Telegram: https://t.me/ExcelForFreelancers 📲Gab: https://gab.com/ExcelForFreelancers About Us: I help Microsoft Excel enthusiasts turn their passion into profits so they can earn passive income using their skills without having to trade time for money. I love making these videos for you each and every week. A great way of supporting Excel For Freelancers to keep these training free each and every week is by supporting us through one of the amazing products offered that will help you skyrocket your Excel Skills and reach your dreams. Get Alerted IMMEDIATELY with new Free Training Videos & Workbook by subscribing here: 👉 https://www.youtube.com/c/ExcelForFreelancers/ New Training Video Uploaded every Tuesday! Thank you very much for your continued support, Randy Austin

Comments

ian h

Hi Randy great project as always is it possible from the sheet contacts to keep the left content from scrolling because its hard when you scroll down to see anything

Glen Taylor

Hi Randy. The client documents window to change document location gives error if the location is incorrent and try and change

Excel For Freelancers

Hi Glen, I tried this with an incorrect folder location and it still seemed to work by giving the user the opportunity to browse for the folder, if it is still incorrect the sub with exit. Can you explain in more detail how you arrived at this bug so I can make the correction. I always appreciate the feedback. Thanks again.

Excel For Freelancers

Hi and thanks so much Ian. You can try freezing columns or rows to keep the content from moving. I hope this helps and thanks so much.

Glen Taylor

Hi Randy. This is more a question than a request. What would be the best way to be able to remove all your test data and be able to startup the application with no data

Excel For Freelancers

Hi Glen, thanks for the comment. For the test data you can highlight the existing data within each database sheet and just delete it using the Delete key. I hope this helps and thanks so much.

Glen Taylor

Hi Randy. Need to not allow excel files to be loaded into the contact document area as you get a warning about auto saving not working. Also when you try and view that document you receive a 1004 error at line .OLEObjects.Add(FileName:=FilePath, Link:=False, DisplayAsIcon:=False).Name = "DocPrev" in macro Contact_DocPreview

Excel For Freelancers

Hi Glen, thanks for the update, Excel as objects may not work as well, so we can limit that based on file extension. Much appreciated for the feedback