Developed Automated CRM and Contact Management Systems

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📅 2025-01-23 — Session: Developed Automated CRM and Contact Management Systems

🕒 18:55–20:25
🏷️ Labels: CRM, Automation, Google Sheets, Apps Script, Networking, Contact Management
📂 Project: CRM
⭐ Priority: MEDIUM

Session Goal

The main objective of this session was to enhance and automate CRM and contact management processes using Google Sheets and Apps Script.

Key Activities

  • Daily Checklist and Action System: Created a structured approach for a daily checklist in spreadsheets for contact management.
  • Relationship Management Actions: Developed 20 actionable prompts for managing professional and personal relationships.
  • Networking for Social Innovators: Curated a list of 20 networking actions tailored for social innovation.
  • Communication Templates: Designed categorized communication actions for various contexts.
  • Google Sheets Automation: Implemented dependent and dynamic dropdowns, text splitting, error handling, and dynamic ranges in Google Sheets.
  • Apps Script Automation: Used Apps Script to track last edit dates and fix the onEdit function.

Achievements

  • Established a comprehensive system for daily CRM activities.
  • Enhanced Google Sheets functionality with advanced data validation and automation techniques.
  • Improved relationship management through structured prompts and communication templates.

Pending Tasks

  • Further testing and refinement of the automated systems in a live CRM environment.
  • Exploration of additional Apps Script functionalities for enhanced automation.

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